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Compass Financial Management’s US Bancorp USB Stock Holding History

Compass Financial Management’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 		$101K Buy
+1,603
New +$89.8K 0.01% 555

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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Compass Financial Management's USB Position: Q2 2026 in Review

Compass Financial Management opened a new position in US Bancorp (USB) in Q2 2026: 1,603 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings.

1,968 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Compass Financial Management held 1,603 shares of US Bancorp worth $101K as of Q2 2026.
  • US Bancorp was a new Compass Financial Management position in Q2 2026.
  • US Bancorp made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #555 holding.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.