Diversify Advisory Services’s US Bancorp USB Stock Holding History

Diversify Advisory Services’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	$1.02M	Buy	+16,089	New	+$902K	0.02%	620
2026 Q1	–	Sell	-6,270	Closed	-$341K	–	817
2025 Q4	$341K	Buy	6,270 +931	+17%	+$45.8K	0.01%	719
2025 Q3	$249K	Buy	5,339 +232	+5%	+$11K	0.01%	780
2025 Q2	$234K	Buy	5,107 +37	+0.7%	+$1.56K	0.01%	745
2025 Q1	$205K	Sell	5,070 -11,971	-70%	-$552K	0.01%	611
2024 Q4	$807K	Sell	17,041 -3,806	-18%	-$187K	0.04%	263
2024 Q3	$1M	Sell	20,847 -1,669	-7%	-$73.2K	0.05%	256
2024 Q2	$898K	Sell	22,516 -4,700	-17%	-$192K	0.05%	266
2024 Q1	$1.2M	Buy	+27,216	New	+$1.15M	0.07%	216

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

Diversify Advisory Services's USB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in US Bancorp (USB) in Q2 2026: 16,089 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #620 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in USB as recently as Q4 2025.

Diversify Advisory Services first reported a position in USB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Diversify Advisory Services held 16,089 shares of US Bancorp worth $1.02M as of Q2 2026.
US Bancorp was a new Diversify Advisory Services position in Q2 2026.
US Bancorp made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #620 holding.
Diversify Advisory Services first reported a position in US Bancorp in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's US Bancorp position peaked at $1.2M in Q1 2024.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.