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Brady Family Wealth’s US Bancorp USB Stock Holding History

Brady Family 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 		$1.79M Sell
29,615
-25
-0.1% -$1.4K 0.52% 52
2026
Q1 		$1.54M Buy
29,640
+12
+0% +$659 0.48% 53
2025
Q4 		$1.58M Sell
29,628
-8
-0% -$394 0.49% 52
2025
Q3 		$1.43M Sell
29,636
-6,170
-17% -$292K 0.44% 52
2025
Q2 		$1.62M Sell
35,806
-1,598
-4% -$67.2K 0.5% 51
2025
Q1 		$1.58M Sell
37,404
-2
-0% -$92 0.51% 51
2024
Q4 		$1.79M Sell
37,406
-1,118
-3% -$55K 0.55% 51
2024
Q3 		$1.76M Sell
38,524
-353
-0.9% -$15.5K 0.53% 49
2024
Q2 		$1.54M Buy
38,877
+2,263
+6% +$92.3K 0.5% 50
2024
Q1 		$1.64M Buy
36,614
+14
+0% +$591 0.53% 50
2023
Q4 		$1.58M Sell
36,600
-5,150
-12% -$188K 0.54% 48
2023
Q3 		$1.38M Buy
41,750
+23,645
+131% +$861K 0.53% 48
2023
Q2 		$598K Sell
18,105
-1,410
-7% -$45.6K 0.22% 73
2023
Q1 		$704K Buy
19,515
+1,490
+8% +$66.4K 0.28% 71
2022
Q4 		$786K Buy
+18,025
New +$771K 0.32% 65

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

Brady Family Wealth's USB Position: Q2 2026 in Review

Brady Family Wealth reduced its US Bancorp (USB) stake by 0.08% in Q2 2026, selling an estimated $1.4K and leaving 29,615 shares worth $1.79M. The position accounts for 0.52% of the portfolio, ranked #52.

Brady Family Wealth first reported a position in USB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Brady Family Wealth held 29,615 shares of US Bancorp worth $1.79M as of Q2 2026.
  • Brady Family Wealth sold 25 US Bancorp shares in Q2 2026, an estimated $1.4K.
  • US Bancorp made up 0.52% of Brady Family Wealth's portfolio in Q2 2026, its #52 holding.
  • Brady Family Wealth first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's US Bancorp position peaked at $1.79M in Q4 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.