Bradley & Co Private Wealth Management’s US Bancorp USB Stock Holding History

Bradley & Co Private Wealth Management’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	$16K	Hold	263	–	–	0.01%	127
2026 Q1	$13.8K	Hold	263	–	–	0.01%	128
2025 Q4	$14K	Hold	263	–	–	0.01%	127
2025 Q3	$12.7K	Hold	263	–	–	0.01%	120
2025 Q2	$11.9K	Hold	263	–	–	0.01%	118
2025 Q1	$11.1K	Hold	263	–	–	0.01%	118
2024 Q4	$12.6K	Buy	+263	New	+$12.9K	0.01%	117
2024 Q2	$10.4K	Hold	263	–	–	0.01%	117
2024 Q1	$11.8K	Hold	263	–	–	0.01%	115
2023 Q4	$11.4K	Hold	263	–	–	0.01%	119
2023 Q3	$8.7K	Hold	263	–	–	0.01%	116
2023 Q2	$8.69K	Hold	263	–	–	0.01%	116
2023 Q1	$9.48K	Hold	263	–	–	0.01%	116
2022 Q4	$11.5K	Hold	263	–	–	0.01%	112
2022 Q3	$11K	Hold	263	–	–	0.01%	122
2022 Q2	$12K	Buy	263 +63	+32%	+$3.15K	0.01%	129
2022 Q1	$11K	Hold	200	–	–	0.01%	126
2021 Q4	$11K	Hold	200	–	–	0.01%	131
2021 Q3	$12K	Hold	200	–	–	0.01%	135
2021 Q2	$11K	Hold	200	–	–	0.01%	140
2021 Q1	$11K	Buy	+200	New	+$9.99K	0.01%	138

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

Bradley & Co Private Wealth Management's USB Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 263 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #127.

Bradley & Co Private Wealth Management first reported a position in USB in Q1 2021 and has held it in 21 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Bradley & Co Private Wealth Management held 263 shares of US Bancorp worth $16K as of Q2 2026.
Bradley & Co Private Wealth Management left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #127 holding.
Bradley & Co Private Wealth Management first reported a position in US Bancorp in Q1 2021 and has held it in 21 quarters since.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.