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Catalyst Financial Partners’s US Bancorp USB Stock Holding History

Catalyst Financial Partners’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 		$407K Buy
6,744
+382
+6% +$21.4K 0.04% 261
2026
Q1 		$331K Sell
6,362
-325
-5% -$17.9K 0.04% 272
2025
Q4 		$357K Sell
6,687
-664
-9% -$32.7K 0.04% 226
2025
Q3 		$355K Buy
7,351
+373
+5% +$17.6K 0.04% 217
2025
Q2 		$316K Sell
6,978
-35
-0.5% -$1.47K 0.03% 225
2025
Q1 		$296K Sell
7,013
-470
-6% -$21.7K 0.05% 220
2024
Q4 		$358K Buy
7,483
+288
+4% +$14.2K 0.07% 179
2024
Q3 		$329K Buy
7,195
+398
+6% +$17.5K 0.06% 190
2024
Q2 		$270K Buy
6,797
+123
+2% +$5.02K 0.06% 202
2024
Q1 		$264K Buy
6,674
+342
+5% +$14.4K 0.07% 190
2023
Q4 		$274K Sell
6,332
-1,142
-15% -$41.7K 0.08% 173
2023
Q3 		$247K Buy
7,474
+833
+13% +$30.3K 0.08% 172
2023
Q2 		$219K Buy
+6,641
New +$215K 0.08% 177
2023
Q1 		– Sell
-6,521
Closed -$284K – 187
2022
Q4 		$284K Buy
+6,521
New +$279K 0.15% 115

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 $3.37T AUM 44.26% 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

Catalyst Financial Partners's USB Position: Q2 2026 in Review

Catalyst Financial Partners increased its US Bancorp (USB) stake by 6% in Q2 2026, buying an estimated $21.4K and bringing the position to 6,744 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #261.

Catalyst Financial Partners first reported a position in USB in Q4 2022 and has held it in 14 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Catalyst Financial Partners held 6,744 shares of US Bancorp worth $407K as of Q2 2026.
  • Catalyst Financial Partners bought 382 US Bancorp shares in Q2 2026, an estimated $21.4K.
  • US Bancorp made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #261 holding.
  • Catalyst Financial Partners first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.