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Beverly Hills Private Wealth’s US Bancorp USB Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-5,861
Closed -$305K – 360
2026
Q1 		$305K Buy
5,861
+39
+0.7% +$2.14K 0.05% 267
2025
Q4 		$311K Sell
5,822
-394
-6% -$19.4K 0.05% 251
2025
Q3 		$300K Buy
6,216
+493
+9% +$23.3K 0.05% 264
2025
Q2 		$259K Sell
5,723
-758
-12% -$31.9K 0.05% 294
2025
Q1 		$274K Sell
6,481
-71
-1% -$3.28K 0.05% 285
2024
Q4 		$313K Sell
6,552
-303
-4% -$14.9K 0.06% 250
2024
Q3 		$313K Sell
6,855
-1,074
-14% -$47.1K 0.06% 263
2024
Q2 		$315K Sell
7,929
-659
-8% -$26.9K 0.07% 264
2024
Q1 		$384K Buy
8,588
+2,373
+38% +$100K 0.09% 239
2023
Q4 		$269K Sell
6,215
-3,018
-33% -$110K 0.07% 269
2023
Q3 		$305K Sell
9,233
-8,946
-49% -$326K 0.09% 226
2023
Q2 		$725K Buy
18,179
+9,584
+112% +$310K 0.12% 188
2023
Q1 		$310K Buy
8,595
+930
+12% +$41.4K 0.1% 215
2022
Q4 		$334K Buy
+7,665
New +$328K 0.15% 160

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

Beverly Hills Private Wealth's USB Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of US Bancorp (USB) in Q2 2026, closing a stake of 5,861 shares — an estimated $305K sold.

Beverly Hills Private Wealth first reported a position in USB in Q4 2022 and held it in 14 quarters. The position peaked at $725K in Q2 2023. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,861 US Bancorp shares in Q2 2026, an estimated $305K.
  • Beverly Hills Private Wealth first reported a position in US Bancorp in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's US Bancorp position peaked at $725K in Q2 2023.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.