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Bestgate Wealth Advisors’s US Bancorp USB Stock Holding History

Bestgate Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Hold
6,694
– – 0.64% 31
2026
Q1 		$348K Sell
6,694
-158
-2% -$8.68K 0.63% 34
2025
Q4 		$366K Sell
6,852
-986
-13% -$48.5K 0.64% 36
2025
Q3 		$379K Sell
7,838
-193
-2% -$9.13K 0.67% 32
2025
Q2 		$339K Hold
8,031
– – 0.7% 34
2025
Q1 		$339K Buy
8,031
+253
+3% +$11.7K 0.7% 34
2024
Q4 		$372K Buy
+7,778
New +$383K 0.75% 32

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bestgate Wealth Advisors's USB Position: Q2 2026 in Review

Bestgate Wealth Advisors held its US Bancorp (USB) position steady in Q2 2026 at 6,694 shares worth $404K. The position accounts for 0.64% of the portfolio, ranked #31.

Bestgate Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Bestgate Wealth Advisors held 6,694 shares of US Bancorp worth $404K as of Q2 2026.
  • Bestgate Wealth Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.64% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Bestgate Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.