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Doliver Advisors’s US Bancorp USB Stock Holding History

Doliver 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 		$1.63M Sell
26,929
-370
-1% -$20.7K 0.37% 48
2026
Q1 		$1.42M Sell
27,299
-615
-2% -$33.8K 0.32% 52
2025
Q4 		$1.49M Sell
27,914
-15
-0.1% -$738 0.37% 46
2025
Q3 		$1.35M Buy
27,929
+200
+0.7% +$9.46K 0.35% 49
2025
Q2 		$1.25M Sell
27,729
-558
-2% -$23.5K 0.34% 52
2025
Q1 		$1.19M Sell
28,287
-69
-0.2% -$3.18K 0.34% 49
2024
Q4 		$1.36M Sell
28,356
-338
-1% -$16.6K 0.38% 45
2024
Q3 		$1.31M Sell
28,694
-450
-2% -$19.7K 0.36% 48
2024
Q2 		$1.16M Sell
29,144
-650
-2% -$26.5K 0.32% 52
2024
Q1 		$1.33M Sell
29,794
-567
-2% -$23.9K 0.37% 48
2023
Q4 		$1.31M Sell
30,361
-753
-2% -$27.5K 0.4% 47
2023
Q3 		$1.03M Sell
31,114
-2,614
-8% -$95.2K 0.31% 56
2023
Q2 		$1.11M Buy
33,728
+4,535
+16% +$147K 0.34% 60
2023
Q1 		$1.05M Buy
29,193
+5,592
+24% +$249K 0.33% 53
2022
Q4 		$1.03M Buy
23,601
+8,650
+58% +$370K 0.34% 49
2022
Q3 		$603K Buy
14,951
+2,544
+21% +$118K 0.22% 70
2022
Q2 		$571K Sell
12,407
-744
-6% -$37.1K 0.2% 76
2022
Q1 		$699K Buy
13,151
+580
+5% +$33.3K 0.22% 73
2021
Q4 		$750K Sell
12,571
-1,568
-11% -$92.7K 0.23% 67
2021
Q3 		$840K Buy
14,139
+458
+3% +$26.1K 0.28% 71
2021
Q2 		$779K Buy
13,681
+5,687
+71% +$334K 0.26% 67
2021
Q1 		$442K Sell
7,994
-223
-3% -$11.1K 0.16% 89
2020
Q4 		$383K Buy
+8,217
New +$348K 0.17% 87
2018
Q4 		– Sell
-5,220
Closed -$276K – 213
2018
Q3 		$276K Sell
5,220
-10
-0.2% -$530 0.11% 113
2018
Q2 		$262K Buy
5,230
+175
+3% +$8.88K 0.11% 143
2018
Q1 		$255K Buy
+5,055
New +$277K 0.11% 179

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Doliver Advisors's USB Position: Q2 2026 in Review

Doliver Advisors reduced its US Bancorp (USB) stake by 1.4% in Q2 2026, selling an estimated $20.7K and leaving 26,929 shares worth $1.63M. The position accounts for 0.37% of the portfolio, ranked #48.

Doliver Advisors first reported a position in USB in Q1 2018 and has held it in 26 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Doliver Advisors held 26,929 shares of US Bancorp worth $1.63M as of Q2 2026.
  • Doliver Advisors sold 370 US Bancorp shares in Q2 2026, an estimated $20.7K.
  • US Bancorp made up 0.37% of Doliver Advisors's portfolio in Q2 2026, its #48 holding.
  • Doliver Advisors first reported a position in US Bancorp in Q1 2018 and has held it in 26 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.