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Brown Financial Advisors’s US Bancorp USB Stock Holding History

Brown Financial 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 		$499K Sell
8,260
-61
-0.7% -$3.42K 0.17% 113
2026
Q1 		$433K Sell
8,321
-1,321
-14% -$72.6K 0.16% 120
2025
Q4 		$514K Sell
9,642
-94
-1% -$4.62K 0.19% 105
2025
Q3 		$471K Buy
+9,736
New +$460K 0.17% 109

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 $3.38T AUM 44.17% 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

Brown Financial Advisors's USB Position: Q2 2026 in Review

Brown Financial Advisors reduced its US Bancorp (USB) stake by 0.73% in Q2 2026, selling an estimated $3.42K and leaving 8,260 shares worth $499K. The position accounts for 0.17% of the portfolio, ranked #113.

Brown Financial Advisors first reported a position in USB in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Brown Financial Advisors held 8,260 shares of US Bancorp worth $499K as of Q2 2026.
  • Brown Financial Advisors sold 61 US Bancorp shares in Q2 2026, an estimated $3.42K.
  • US Bancorp made up 0.17% of Brown Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Brown Financial Advisors first reported a position in US Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Brown Financial Advisors's US Bancorp position peaked at $514K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.