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Coppell Advisory Solutions’s US Bancorp USB Stock Holding History

Coppell Advisory Solutions’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 		$1.19M Buy
+30,242
New +$1.69M 0.1% 168
2026
Q1 		– Sell
-32,475
Closed -$1.76M – 339
2025
Q4 		$1.76M Buy
32,475
+1,884
+6% +$92.7K 0.17% 126
2025
Q3 		$1.5M Sell
30,591
-1,573
-5% -$74.4K 0.16% 140
2025
Q2 		$1.47M Sell
32,164
-5,421
-14% -$228K 0.17% 127
2025
Q1 		$1.52M Sell
37,585
-4,486
-11% -$207K 0.21% 116
2024
Q4 		$2.03M Sell
42,071
-1,922
-4% -$94.6K 0.28% 74
2024
Q3 		$2M Buy
43,993
+1,840
+4% +$80.7K 0.29% 75
2024
Q2 		$1.67M Buy
+42,153
New +$1.72M 0.28% 80
2023
Q4 		$1.55M Buy
35,708
+11,602
+48% +$424K 0.31% 76
2023
Q3 		$1.05M Sell
24,106
-11,425
-32% -$416K 0.36% 69
2023
Q2 		$1.16M Buy
35,531
+4,480
+14% +$145K 0.33% 74
2023
Q1 		$1.1M Buy
31,051
+6,945
+29% +$309K 0.36% 75
2022
Q4 		$1.05M Buy
+24,106
New +$1.03M 0.36% 73
2020
Q4 		$614K Buy
+13,169
New +$557K 0.31% 84

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

Coppell Advisory Solutions's USB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in US Bancorp (USB) in Q2 2026: 30,242 shares worth $1.19M. The stake represents 0.1% of the portfolio and ranks #168 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in USB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in USB in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Coppell Advisory Solutions held 30,242 shares of US Bancorp worth $1.19M as of Q2 2026.
  • US Bancorp was a new Coppell Advisory Solutions position in Q2 2026.
  • US Bancorp made up 0.1% of Coppell Advisory Solutions's portfolio in Q2 2026, its #168 holding.
  • Coppell Advisory Solutions first reported a position in US Bancorp in Q4 2020 and has held it in 14 quarters since.
  • Coppell Advisory Solutions's US Bancorp position peaked at $2.03M in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.