Carson Advisory’s US Bancorp USB Stock Holding History

Carson Advisory’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	$242K	Buy	4,005 +13	+0.3%	+$728	0.11%	179
2026 Q1	$208K	Hold	3,992	–	–	0.11%	178
2025 Q4	$213K	Buy	+3,992	New	+$196K	0.11%	176

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

Carson Advisory's USB Position: Q2 2026 in Review

Carson Advisory increased its US Bancorp (USB) stake by 0.33% in Q2 2026, buying an estimated $728 and bringing the position to 4,005 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #179.

Carson Advisory first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Carson Advisory held 4,005 shares of US Bancorp worth $242K as of Q2 2026.
Carson Advisory bought 13 US Bancorp shares in Q2 2026, an estimated $728.
US Bancorp made up 0.11% of Carson Advisory's portfolio in Q2 2026, its #179 holding.
Carson Advisory first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.