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Copley Financial Group’s US Bancorp USB Stock Holding History

Copley Financial Group’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 		$291K Sell
4,813
-2,924
-38% -$164K 0.18% 79
2026
Q1 		$402K Sell
7,737
-692
-8% -$38K 0.24% 70
2025
Q4 		$450K Sell
8,429
-552
-6% -$27.2K 0.28% 53
2025
Q3 		$434K Buy
+8,981
New +$425K 0.3% 59
2024
Q4 		– Sell
-99
Closed -$4.53K – 210
2024
Q3 		$4.53K Buy
+99
New +$4.34K ﹤0.01% 161

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

Copley Financial Group's USB Position: Q2 2026 in Review

Copley Financial Group reduced its US Bancorp (USB) stake by 38% in Q2 2026, selling an estimated $164K and leaving 4,813 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #79.

Copley Financial Group first reported a position in USB in Q3 2024 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Copley Financial Group held 4,813 shares of US Bancorp worth $291K as of Q2 2026.
  • Copley Financial Group sold 2,924 US Bancorp shares in Q2 2026, an estimated $164K.
  • US Bancorp made up 0.18% of Copley Financial Group's portfolio in Q2 2026, its #79 holding.
  • Copley Financial Group first reported a position in US Bancorp in Q3 2024 and has held it in 5 quarters since.
  • Copley Financial Group's US Bancorp position peaked at $450K in Q4 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.