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Concurrent Investment Advisors’s US Bancorp USB Stock Holding History

Concurrent Investment 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 		$4.29M Sell
71,072
-2,416
-3% -$135K 0.04% 477
2026
Q1 		$3.82M Buy
73,488
+660
+0.9% +$36.3K 0.04% 419
2025
Q4 		$3.89M Buy
72,828
+7,247
+11% +$356K 0.04% 387
2025
Q3 		$3.17M Buy
65,581
+2,647
+4% +$125K 0.05% 340
2025
Q2 		$2.85M Buy
62,934
+1,001
+2% +$42.1K 0.06% 342
2025
Q1 		$2.61M Buy
61,933
+15,238
+33% +$703K 0.06% 319
2024
Q4 		$2.23M Sell
46,695
-27,018
-37% -$1.33M 0.06% 300
2024
Q3 		$3.37M Buy
73,713
+9,229
+14% +$405K 0.1% 214
2024
Q2 		$2.56M Buy
64,484
+12,672
+24% +$517K 0.08% 226
2024
Q1 		$2.32M Buy
51,812
+4,464
+9% +$188K 0.09% 222
2023
Q4 		$2.05M Buy
+47,348
New +$1.73M 0.1% 223

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

Concurrent Investment Advisors's USB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its US Bancorp (USB) stake by 3.3% in Q2 2026, selling an estimated $135K and leaving 71,072 shares worth $4.29M. The position accounts for 0.04% of the portfolio, ranked #477.

Concurrent Investment Advisors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Concurrent Investment Advisors held 71,072 shares of US Bancorp worth $4.29M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,416 US Bancorp shares in Q2 2026, an estimated $135K.
  • US Bancorp made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #477 holding.
  • Concurrent Investment Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.