Fairway Wealth’s US Bancorp USB Stock Holding History

Fairway Wealth’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	–	Sell	-1,666	Closed	-$86.6K	–	258
2026 Q1	$86.6K	Buy	+1,666	New	+$91.5K	0.02%	104
2025 Q1	–	Sell	-1,400	Closed	-$67K	–	288
2024 Q4	$67K	Buy	+1,400	New	+$68.9K	0.03%	89

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

Fairway Wealth's USB Position: Q2 2026 in Review

Fairway Wealth sold out of US Bancorp (USB) in Q2 2026, closing a stake of 1,666 shares — an estimated $86.6K sold.

Fairway Wealth first reported a position in USB in Q4 2024 and held it in 2 quarters. The position peaked at $86.6K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Fairway Wealth reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Fairway Wealth sold 1,666 US Bancorp shares in Q2 2026, an estimated $86.6K.
Fairway Wealth first reported a position in US Bancorp in Q4 2024 and held it in 2 quarters.
Fairway Wealth's US Bancorp position peaked at $86.6K in Q1 2026.
2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.