Callan Family Office’s US Bancorp USB Stock Holding History

Callan Family Office’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	$2.47M	Sell	40,864 -1,407	-3%	-$78.8K	0.05%	334
2026 Q1	$2.2M	Sell	42,271 -5,693	-12%	-$313K	0.05%	330
2025 Q4	$2.56M	Buy	47,964 +7,908	+20%	+$389K	0.06%	305
2025 Q3	$1.94M	Sell	40,056 -1,305	-3%	-$61.7K	0.06%	270
2025 Q2	$1.87M	Buy	41,361 +19,844	+92%	+$834K	0.06%	281
2025 Q1	$908K	Sell	21,517 -15,293	-42%	-$706K	0.07%	231
2024 Q4	$1.76M	Buy	36,810 +30,615	+494%	+$1.51M	0.11%	169
2024 Q3	$283K	Buy	6,195 +829	+15%	+$36.4K	0.05%	146
2024 Q2	$213K	Buy	+5,366	New	+$219K	0.04%	144
2023 Q2	–	Sell	-5,826	Closed	-$210K	–	156
2023 Q1	$210K	Buy	5,826 +83	+1%	+$3.7K	0.05%	150
2022 Q4	$250K	Buy	+5,743	New	+$246K	0.08%	89

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Callan Family Office's USB Position: Q2 2026 in Review

Callan Family Office reduced its US Bancorp (USB) stake by 3.3% in Q2 2026, selling an estimated $78.8K and leaving 40,864 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #334.

Callan Family Office first reported a position in USB in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Callan Family Office held 40,864 shares of US Bancorp worth $2.47M as of Q2 2026.
Callan Family Office sold 1,407 US Bancorp shares in Q2 2026, an estimated $78.8K.
US Bancorp made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #334 holding.
Callan Family Office first reported a position in US Bancorp in Q4 2022 and has held it in 11 quarters since.
Callan Family Office's US Bancorp position peaked at $2.56M in Q4 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.