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Diversify Wealth Management’s US Bancorp USB Stock Holding History

Diversify Wealth Management’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
+2,279
+17% +$128K 0.02% 620
2026
Q1 		$776K Buy
13,810
+6,322
+84% +$347K 0.01% 678
2025
Q4 		$405K Buy
7,488
+710
+10% +$34.9K 0.02% 483
2025
Q3 		$316K Buy
6,778
+92
+1% +$4.35K 0.02% 450
2025
Q2 		$306K Sell
6,686
-120
-2% -$5.05K 0.02% 455
2025
Q1 		$276K Sell
6,806
-560
-8% -$25.8K 0.02% 448
2024
Q4 		$349K Sell
7,366
-189
-3% -$9.3K 0.03% 413
2024
Q3 		$367K Buy
7,555
+1,722
+30% +$75.5K 0.04% 365
2024
Q2 		$238K Buy
+5,833
New +$238K 0.03% 392

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's USB Position: Q2 2026 in Review

Diversify Wealth Management increased its US Bancorp (USB) stake by 17% in Q2 2026, buying an estimated $128K and bringing the position to 16,089 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #620.

Diversify Wealth Management first reported a position in USB in Q2 2024 and has held it in 9 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Diversify Wealth Management held 16,089 shares of US Bancorp worth $1.02M as of Q2 2026.
  • Diversify Wealth Management bought 2,279 US Bancorp shares in Q2 2026, an estimated $128K.
  • US Bancorp made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Diversify Wealth Management first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.