BetterWealth’s US Bancorp USB Stock Holding History

BetterWealth’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	$247K	Buy	4,091 +3	+0.1%	+$168	0.04%	78
2026 Q1	$213K	Hold	4,088	–	–	0.04%	81
2025 Q4	$218K	Buy	+4,088	New	+$201K	0.05%	65
2022 Q2	–	Sell	-4,071	Closed	-$216K	–	45
2022 Q1	$216K	Hold	4,071	–	–	0.29%	30
2021 Q4	$229K	Buy	+4,071	New	+$241K	0.16%	33

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BetterWealth's USB Position: Q2 2026 in Review

BetterWealth increased its US Bancorp (USB) stake by 0.07% in Q2 2026, buying an estimated $168 and bringing the position to 4,091 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #78.

BetterWealth first reported a position in USB in Q4 2021 and has held it in 5 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

BetterWealth held 4,091 shares of US Bancorp worth $247K as of Q2 2026.
BetterWealth bought 3 US Bancorp shares in Q2 2026, an estimated $168.
US Bancorp made up 0.04% of BetterWealth's portfolio in Q2 2026, its #78 holding.
BetterWealth first reported a position in US Bancorp in Q4 2021 and has held it in 5 quarters since.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.