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Fortis Group Advisors’s US Bancorp USB Stock Holding History

Fortis Group 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 		$70.5K Buy
1,167
+10
+0.9% +$560 0.01% 292
2026
Q1 		$60.2K Buy
1,157
+1,064
+1,144% +$58.5K 0.01% 295
2025
Q4 		$4.96K Hold
93
– – ﹤0.01% 434
2025
Q3 		$4.5K Hold
93
– – ﹤0.01% 402
2025
Q2 		$4.21K Hold
93
– – ﹤0.01% 402
2025
Q1 		$3.93K Hold
93
– – ﹤0.01% 370
2024
Q4 		$4.45K Hold
93
– – ﹤0.01% 374
2024
Q3 		$4.25K Hold
93
– – ﹤0.01% 366
2024
Q2 		$3.69K Hold
93
– – ﹤0.01% 375
2024
Q1 		$4.16K Sell
93
-93
-50% -$3.92K ﹤0.01% 385
2023
Q4 		$8.05K Buy
186
+93
+100% +$3.4K ﹤0.01% 319
2023
Q3 		$3.08K Buy
+93
New +$3.39K ﹤0.01% 334
2020
Q3 		$3K Buy
+93
New +$3.4K ﹤0.01% 377

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

Fortis Group Advisors's USB Position: Q2 2026 in Review

Fortis Group Advisors increased its US Bancorp (USB) stake by 0.86% in Q2 2026, buying an estimated $560 and bringing the position to 1,167 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #292.

Fortis Group Advisors first reported a position in USB in Q3 2020 and has held it in 13 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Fortis Group Advisors held 1,167 shares of US Bancorp worth $70.5K as of Q2 2026.
  • Fortis Group Advisors bought 10 US Bancorp shares in Q2 2026, an estimated $560.
  • US Bancorp made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #292 holding.
  • Fortis Group Advisors first reported a position in US Bancorp in Q3 2020 and has held it in 13 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.