Clean Yield Group’s US Bancorp USB Stock Holding History

Clean Yield Group’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	$1.2M	Hold	19,817	–	–	0.3%	71
2026 Q1	$1.03M	Sell	19,817 -2,079	-9%	-$114K	0.29%	70
2025 Q4	$1.17M	Hold	21,896	–	–	0.32%	67
2025 Q3	$1.06M	Sell	21,896 -152	-0.7%	-$7.19K	0.3%	68
2025 Q2	$998K	Sell	22,048 -500	-2%	-$21K	0.3%	66
2025 Q1	$952K	Sell	22,548 -1,000	-4%	-$46.1K	0.31%	66
2024 Q4	$1.13M	Sell	23,548 -1,000	-4%	-$49.2K	0.36%	66
2024 Q3	$1.12M	Hold	24,548	–	–	0.36%	63
2024 Q2	$975K	Hold	24,548	–	–	0.36%	61
2024 Q1	$1.1M	Hold	24,548	–	–	0.43%	58
2023 Q4	$1.06M	Sell	24,548 -233	-0.9%	-$8.52K	0.45%	55
2023 Q3	$806K	Sell	24,781 -55	-0.2%	-$2K	0.36%	56
2023 Q2	$821K	Sell	24,836 -178	-0.7%	-$5.75K	0.34%	57
2023 Q1	$902K	Sell	25,014 -1,300	-5%	-$57.9K	0.38%	56
2022 Q4	$1.15M	Buy	26,314 +370	+1%	+$15.8K	0.49%	54
2022 Q3	$1.05M	Buy	25,944 +96	+0.4%	+$4.44K	0.49%	53
2022 Q2	$1.19M	Hold	25,848	–	–	0.49%	52
2022 Q1	$1.37M	Hold	25,848	–	–	0.49%	56
2021 Q4	$1.45M	Hold	25,848	–	–	0.46%	55
2021 Q3	$1.54M	Hold	25,848	–	–	0.5%	52
2021 Q2	$1.47M	Hold	25,848	–	–	0.5%	48
2021 Q1	$1.43M	Sell	25,848 -1,300	-5%	-$64.9K	0.54%	47
2020 Q4	$1.26M	Hold	27,148	–	–	0.45%	48
2020 Q3	$973K	Hold	27,148	–	–	0.39%	52
2020 Q2	$1M	Sell	27,148 -4,516	-14%	-$161K	0.43%	47
2020 Q1	$1.09M	Sell	31,664 -600	-2%	-$28.9K	0.52%	47
2019 Q4	$1.91M	Hold	32,264	–	–	0.6%	44
2019 Q3	$1.78M	Buy	32,264 +26,923	+504%	+$1.45M	0.59%	46
2019 Q2	$280K	Buy	5,341 +161	+3%	+$8.3K	0.1%	111
2019 Q1	$250K	Hold	5,180	–	–	0.1%	119
2018 Q4	$237K	Hold	5,180	–	–	0.1%	121
2018 Q3	$274K	Hold	5,180	–	–	0.11%	120
2018 Q2	$259K	Hold	5,180	–	–	0.11%	120
2018 Q1	$262K	Hold	5,180	–	–	0.11%	121
2017 Q4	$278K	Hold	5,180	–	–	0.11%	118
2017 Q3	$278K	Hold	5,180	–	–	0.11%	117
2017 Q2	$270K	Hold	5,180	–	–	0.11%	117
2017 Q1	$267K	Hold	5,180	–	–	0.11%	114
2016 Q4	$266K	Hold	5,180	–	–	0.12%	115
2016 Q3	$222K	Buy	5,180 +300	+6%	+$12.7K	0.1%	121
2016 Q2	$197K	Hold	4,880	–	–	0.08%	121
2016 Q1	$201K	Buy	+4,880	New	+$195K	0.09%	120
2015 Q4	–	Sell	-4,880	Closed	-$210K	–	130
2015 Q3	$210K	Hold	4,880	–	–	0.1%	123
2015 Q2	$212K	Sell	4,880 -500	-9%	-$21.9K	0.1%	124
2015 Q1	$235K	Hold	5,380	–	–	0.1%	113
2014 Q4	$242K	Hold	5,380	–	–	0.11%	113
2014 Q3	$225K	Sell	5,380 -175	-3%	-$7.39K	0.11%	114
2014 Q2	$241K	Buy	5,555 +675	+14%	+$28.2K	0.12%	114
2014 Q1	$209K	Buy	+4,880	New	+$201K	0.11%	112

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

Clean Yield Group's USB Position: Q2 2026 in Review

Clean Yield Group held its US Bancorp (USB) position steady in Q2 2026 at 19,817 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #71.

Clean Yield Group first reported a position in USB in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.91M in Q4 2019. 2,057 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Clean Yield Group held 19,817 shares of US Bancorp worth $1.2M as of Q2 2026.
Clean Yield Group left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.3% of Clean Yield Group's portfolio in Q2 2026, its #71 holding.
Clean Yield Group first reported a position in US Bancorp in Q1 2014 and has held it in 49 quarters since.
Clean Yield Group's US Bancorp position peaked at $1.91M in Q4 2019.
2,057 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.