Consilium Wealth Advisory’s US Bancorp USB Stock Holding History

Consilium Wealth Advisory’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	$231K	Buy	+3,823	New	+$214K	0.07%	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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Consilium Wealth Advisory's USB Position: Q2 2026 in Review

Consilium Wealth Advisory opened a new position in US Bancorp (USB) in Q2 2026: 3,823 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings.

2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Consilium Wealth Advisory held 3,823 shares of US Bancorp worth $231K as of Q2 2026.
US Bancorp was a new Consilium Wealth Advisory position in Q2 2026.
US Bancorp made up 0.07% of Consilium Wealth Advisory's portfolio in Q2 2026, its #99 holding.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.