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Cornerstone Wealth Group’s US Bancorp USB Stock Holding History

Cornerstone Wealth 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 		$381K Buy
6,309
+717
+13% +$40.2K 0.02% 292
2026
Q1 		$318K Buy
5,592
+1,698
+44% +$93.3K 0.02% 315
2025
Q4 		$208K Buy
+3,894
New +$192K 0.01% 370
2023
Q2 		– Sell
-77,012
Closed -$2.78M – 159
2023
Q1 		$2.78M Buy
+77,012
New +$3.43M 0.49% 73

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

Cornerstone Wealth Group's USB Position: Q2 2026 in Review

Cornerstone Wealth Group increased its US Bancorp (USB) stake by 13% in Q2 2026, buying an estimated $40.2K and bringing the position to 6,309 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #292.

Cornerstone Wealth Group first reported a position in USB in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.78M in Q1 2023. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cornerstone Wealth Group held 6,309 shares of US Bancorp worth $381K as of Q2 2026.
  • Cornerstone Wealth Group bought 717 US Bancorp shares in Q2 2026, an estimated $40.2K.
  • US Bancorp made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #292 holding.
  • Cornerstone Wealth Group first reported a position in US Bancorp in Q1 2023 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's US Bancorp position peaked at $2.78M in Q1 2023.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.