Centerpoint Advisors’s US Bancorp USB Stock Holding History

Centerpoint Advisors’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	$8K	Hold	140	–	–	﹤0.01%	350
2026 Q1	$7K	Hold	140	–	–	﹤0.01%	345
2025 Q4	$7K	Hold	140	–	–	﹤0.01%	345
2025 Q3	$7K	Buy	+140	New	+$6.62K	﹤0.01%	354
2025 Q1	–	Sell	-218	Closed	-$10K	–	457
2024 Q4	$10K	Hold	218	–	–	﹤0.01%	349
2024 Q3	$10K	Buy	+218	New	+$9.56K	﹤0.01%	358
2023 Q4	–	Sell	-11	Closed	–	–	602
2023 Q3	$0	Hold	11	–	–	﹤0.01%	633
2023 Q2	$0	Hold	11	–	–	﹤0.01%	622
2023 Q1	$0	Buy	+11	New	+$490	﹤0.01%	656
2020 Q2	–	Sell	-980	Closed	-$34K	–	300
2020 Q1	$34K	Hold	980	–	–	0.03%	88
2019 Q4	$58K	Hold	980	–	–	0.04%	95
2019 Q3	$54K	Hold	980	–	–	0.04%	94
2019 Q2	$51K	Hold	980	–	–	0.04%	95
2019 Q1	$47K	Hold	980	–	–	0.04%	103
2018 Q4	$45K	Buy	+980	New	+$50.4K	0.04%	99

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

Centerpoint Advisors's USB Position: Q2 2026 in Review

Centerpoint Advisors held its US Bancorp (USB) position steady in Q2 2026 at 140 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Centerpoint Advisors first reported a position in USB in Q4 2018 and has held it in 15 quarters since. The position peaked at $58K in Q4 2019. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Centerpoint Advisors held 140 shares of US Bancorp worth $8K as of Q2 2026.
Centerpoint Advisors left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #350 holding.
Centerpoint Advisors first reported a position in US Bancorp in Q4 2018 and has held it in 15 quarters since.
Centerpoint Advisors's US Bancorp position peaked at $58K in Q4 2019.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.