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Dogwood Wealth Management’s US Bancorp USB Stock Holding History

Dogwood 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 		$41.5K Buy
687
+170
+33% +$9.53K 0.02% 178
2026
Q1 		$26.9K Buy
517
+107
+26% +$5.88K 0.01% 203
2025
Q4 		$21.9K Buy
410
+177
+76% +$8.71K 0.01% 188
2025
Q3 		$11.3K Buy
233
+40
+21% +$1.89K 0.01% 258
2025
Q2 		$9.2K Buy
193
+86
+80% +$3.62K ﹤0.01% 301
2025
Q1 		$4.52K Buy
+107
New +$4.94K ﹤0.01% 250
2024
Q3 		– Hold
0
– – – 272
2024
Q2 		– Hold
0
– – – 328
2024
Q1 		– Hold
0
– – – 308
2023
Q4 		– Hold
0
– – – 274

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

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

Dogwood Wealth Management increased its US Bancorp (USB) stake by 33% in Q2 2026, buying an estimated $9.53K and bringing the position to 687 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #178.

Dogwood Wealth Management first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Dogwood Wealth Management held 687 shares of US Bancorp worth $41.5K as of Q2 2026.
  • Dogwood Wealth Management bought 170 US Bancorp shares in Q2 2026, an estimated $9.53K.
  • US Bancorp made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Dogwood Wealth Management first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.