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Flagship Wealth Advisors’s US Bancorp USB Stock Holding History

Flagship Wealth 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 		$7.4K Buy
+122
New +$6.84K ﹤0.01% 410
2026
Q1 		– Sell
-123
Closed -$6.54K – 403
2025
Q4 		$6.54K Sell
123
-122
-50% -$6K ﹤0.01% 344
2025
Q3 		$11.8K Buy
+245
New +$11.6K ﹤0.01% 322

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

Flagship Wealth Advisors's USB Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in US Bancorp (USB) in Q2 2026: 122 shares worth $7.4K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in USB as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in USB in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q3 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Flagship Wealth Advisors held 122 shares of US Bancorp worth $7.4K as of Q2 2026.
  • US Bancorp was a new Flagship Wealth Advisors position in Q2 2026.
  • US Bancorp made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • Flagship Wealth Advisors first reported a position in US Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Flagship Wealth Advisors's US Bancorp position peaked at $11.8K in Q3 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.