Burk Holdings’s US Bancorp USB Stock Holding History

Burk Holdings’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	$6.1K	Hold	101	–	–	﹤0.01%	324
2026 Q1	$5.25K	Buy	+101	New	+$5.55K	﹤0.01%	350

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

Burk Holdings's USB Position: Q2 2026 in Review

Burk Holdings held its US Bancorp (USB) position steady in Q2 2026 at 101 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Burk Holdings first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Burk Holdings held 101 shares of US Bancorp worth $6.1K as of Q2 2026.
Burk Holdings left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #324 holding.
Burk Holdings first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.