Continuum Advisory’s US Bancorp USB Stock Holding History

Continuum 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	$468K	Buy	7,744 +357	+5%	+$20K	0.04%	305
2026 Q1	$384K	Sell	7,387 -1	-0%	-$55	0.04%	322
2025 Q4	$394K	Sell	7,388 -1,208	-14%	-$59.4K	0.04%	321
2025 Q3	$415K	Sell	8,596 -724	-8%	-$34.2K	0.04%	304
2025 Q2	$422K	Buy	9,320 +1,149	+14%	+$48.3K	0.05%	283
2025 Q1	$345K	Buy	8,171 +677	+9%	+$31.2K	0.04%	295
2024 Q4	$358K	Buy	7,494 +27	+0.4%	+$1.33K	0.05%	299
2024 Q3	$376K	Buy	7,467 +15	+0.2%	+$658	0.05%	290
2024 Q2	$296K	Sell	7,452 -168	-2%	-$6.85K	0.04%	310
2024 Q1	$317K	Sell	7,620 -3,827	-33%	-$161K	0.05%	294
2023 Q4	$496K	Buy	11,447 +953	+9%	+$34.8K	0.07%	283
2023 Q3	$347K	Buy	10,494 +505	+5%	+$18.4K	0.06%	336
2023 Q2	$330K	Buy	9,989 +1,736	+21%	+$56.1K	0.05%	350
2023 Q1	$298K	Buy	8,253 +337	+4%	+$15K	0.05%	353
2022 Q4	$345K	Buy	7,916 +413	+6%	+$17.7K	0.06%	322
2022 Q3	$303K	Sell	7,503 -41	-0.5%	-$1.9K	0.05%	320
2022 Q2	$347K	Buy	7,544 +393	+5%	+$19.6K	0.06%	308
2022 Q1	$347K	Buy	+7,151	New	+$411K	0.07%	291
2018 Q1	–	Sell	-4,487	Closed	-$240K	–	176
2017 Q4	$240K	Buy	4,487 +252	+6%	+$13.6K	0.18%	139
2017 Q3	$227K	Buy	+4,235	New	+$222K	0.2%	133
2017 Q2	–	Sell	-4,173	Closed	-$215K	–	144
2017 Q1	$215K	Buy	+4,173	New	+$222K	0.26%	109

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

Continuum Advisory's USB Position: Q2 2026 in Review

Continuum Advisory increased its US Bancorp (USB) stake by 4.8% in Q2 2026, buying an estimated $20K and bringing the position to 7,744 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #305.

Continuum Advisory first reported a position in USB in Q1 2017 and has held it in 21 quarters since. The position peaked at $496K in Q4 2023. 2,065 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Continuum Advisory held 7,744 shares of US Bancorp worth $468K as of Q2 2026.
Continuum Advisory bought 357 US Bancorp shares in Q2 2026, an estimated $20K.
US Bancorp made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #305 holding.
Continuum Advisory first reported a position in US Bancorp in Q1 2017 and has held it in 21 quarters since.
Continuum Advisory's US Bancorp position peaked at $496K in Q4 2023.
2,065 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.