Buck Wealth Strategies’s US Bancorp USB Stock Holding History

Buck Wealth Strategies’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	$30.2K	Buy	+500	New	+$28K	﹤0.01%	413
2025 Q4	–	Sell	-18,853	Closed	-$911K	–	196
2025 Q3	$911K	Sell	18,853 -4,708	-20%	-$223K	0.12%	79
2025 Q2	$1.07M	Buy	23,561 +1,144	+5%	+$48.1K	0.16%	65
2025 Q1	$946K	Buy	22,417 +8,680	+63%	+$400K	0.17%	70
2024 Q4	$657K	Buy	13,737 +5,558	+68%	+$273K	0.14%	63
2024 Q3	$374K	Sell	8,179 -4,769	-37%	-$209K	0.12%	63
2024 Q2	$514K	Sell	12,948 -97,338	-88%	-$3.97M	0.15%	61
2024 Q1	$4.93M	Buy	110,286 +98,030	+800%	+$4.14M	1.69%	22
2023 Q4	$530K	Sell	12,256 -454	-4%	-$16.6K	0.2%	54
2023 Q3	$420K	Buy	12,710 +11,206	+745%	+$408K	0.17%	58
2023 Q2	$49.7K	Buy	+1,504	New	+$48.6K	0.02%	81

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 $3.37T AUM 44.26% 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

Buck Wealth Strategies's USB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in US Bancorp (USB) in Q2 2026: 500 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in USB as recently as Q3 2025.

Buck Wealth Strategies first reported a position in USB in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.93M in Q1 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Buck Wealth Strategies held 500 shares of US Bancorp worth $30.2K as of Q2 2026.
US Bancorp was a new Buck Wealth Strategies position in Q2 2026.
US Bancorp made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #413 holding.
Buck Wealth Strategies first reported a position in US Bancorp in Q2 2023 and has held it in 11 quarters since.
Buck Wealth Strategies's US Bancorp position peaked at $4.93M in Q1 2024.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.