Curio Wealth’s US Bancorp USB Stock Holding History

Curio Wealth’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	–	Sell	-7	Closed	-$364	–	1084
2026 Q1	$364	Buy	+7	New	+$385	﹤0.01%	580

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

Curio Wealth's USB Position: Q2 2026 in Review

Curio Wealth sold out of US Bancorp (USB) in Q2 2026, closing a stake of 7 shares — an estimated $364 sold.

Curio Wealth first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $364 in Q1 2026. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Curio Wealth reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 7 US Bancorp shares in Q2 2026, an estimated $364.
Curio Wealth first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
Curio Wealth's US Bancorp position peaked at $364 in Q1 2026.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.