Clear Investment Research’s US Bancorp USB Stock Holding History

Clear Investment Research’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	–	Sell	-544	Closed	-$28.3K	–	216
2026 Q1	$28.3K	Buy	+544	New	+$29.9K	0.04%	136
2025 Q4	–	Sell	-544	Closed	-$26.3K	–	226
2025 Q3	$26.3K	Buy	544 +92	+20%	+$4.35K	0.04%	150
2025 Q2	$20.5K	Hold	452	–	–	0.03%	144
2025 Q1	$19.1K	Hold	452	–	–	0.03%	141
2024 Q4	$21.6K	Hold	452	–	–	0.03%	138
2024 Q3	$20.7K	Hold	452	–	–	0.03%	140
2024 Q2	$18K	Buy	452 +5	+1%	+$204	0.02%	137
2024 Q1	$20K	Buy	447 +5	+1%	+$211	0.03%	136
2023 Q4	$19.1K	Buy	+442	New	+$16.2K	0.03%	148
2019 Q4	–	Sell	-29	Closed	-$2K	–	376
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	127
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	126
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	204
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	194
2018 Q3	$2K	Buy	+29	New	+$1.54K	﹤0.01%	126

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

Clear Investment Research's USB Position: Q2 2026 in Review

Clear Investment Research sold out of US Bancorp (USB) in Q2 2026, closing a stake of 544 shares — an estimated $28.3K sold.

Clear Investment Research first reported a position in USB in Q3 2018 and held it in 14 quarters. The position peaked at $28.3K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Clear Investment Research reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 544 US Bancorp shares in Q2 2026, an estimated $28.3K.
Clear Investment Research first reported a position in US Bancorp in Q3 2018 and held it in 14 quarters.
Clear Investment Research's US Bancorp position peaked at $28.3K in Q1 2026.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.