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DHJJ Financial Advisors’s US Bancorp USB Stock Holding History

DHJJ Financial Advisors’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 		$428K Hold
7,086
– – 0.12% 128
2026
Q1 		$369K Hold
7,086
– – 0.12% 129
2025
Q4 		$378K Sell
7,086
-206
-3% -$10.1K 0.13% 128
2025
Q3 		$352K Hold
7,292
– – 0.12% 130
2025
Q2 		$330K Hold
7,292
– – 0.12% 127
2025
Q1 		$308K Hold
7,292
– – 0.12% 125
2024
Q4 		$349K Sell
7,292
-2,858
-28% -$141K 0.14% 119
2024
Q3 		$464K Sell
10,150
-428
-4% -$18.8K 0.18% 95
2024
Q2 		$420K Hold
10,578
– – 0.18% 100
2024
Q1 		$473K Sell
10,578
-3,100
-23% -$131K 0.21% 85
2023
Q4 		$592K Sell
13,678
-97
-0.7% -$3.55K 0.28% 68
2023
Q3 		$455K Sell
13,775
-287
-2% -$10.5K 0.23% 78
2023
Q2 		$465K Buy
14,062
+3
+0% +$97 0.24% 82
2023
Q1 		$507K Sell
14,059
-1,055
-7% -$47K 0.28% 74
2022
Q4 		$659K Buy
15,114
+278
+2% +$11.9K 0.38% 60
2022
Q3 		$598K Hold
14,836
– – 0.35% 65
2022
Q2 		$683K Sell
14,836
-30
-0.2% -$1.5K 0.38% 58
2022
Q1 		$786K Sell
14,866
-3,934
-21% -$226K 0.38% 57
2021
Q4 		$956K Sell
18,800
-345
-2% -$20.4K 0.45% 48
2021
Q3 		$1.14M Sell
19,145
-1,000
-5% -$56.9K 0.59% 38
2021
Q2 		$1.15M Buy
+20,145
New +$1.18M 0.61% 38

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

DHJJ Financial Advisors's USB Position: Q2 2026 in Review

DHJJ Financial Advisors held its US Bancorp (USB) position steady in Q2 2026 at 7,086 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #128.

DHJJ Financial Advisors first reported a position in USB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q2 2021. 2,057 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • DHJJ Financial Advisors held 7,086 shares of US Bancorp worth $428K as of Q2 2026.
  • DHJJ Financial Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • DHJJ Financial Advisors first reported a position in US Bancorp in Q2 2021 and has held it in 21 quarters since.
  • DHJJ Financial Advisors's US Bancorp position peaked at $1.15M in Q2 2021.
  • 2,057 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.