Fortitude Family Office’s US Bancorp USB Stock Holding History

Fortitude Family Office’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	$176K	Sell	2,912 -2,404	-45%	-$135K	0.03%	139
2026 Q1	$276K	Buy	5,316 +245	+5%	+$13.5K	0.06%	108
2025 Q4	$271K	Sell	5,071 -207	-4%	-$10.2K	0.06%	121
2025 Q3	$255K	Buy	5,278 +4,803	+1,011%	+$227K	0.07%	123
2025 Q2	$21.5K	Sell	475 -42	-8%	-$1.77K	0.01%	367
2025 Q1	$21.8K	Sell	517 -831	-62%	-$38.3K	0.01%	383
2024 Q4	$64.5K	Buy	1,348 +93	+7%	+$4.58K	0.02%	220
2024 Q3	$57.4K	Buy	1,255 +846	+207%	+$37.1K	0.02%	221
2024 Q2	$16.2K	Buy	409 +328	+405%	+$13.4K	0.01%	330
2024 Q1	$3.62K	Buy	+81	New	+$3.42K	﹤0.01%	709

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

Fortitude Family Office's USB Position: Q2 2026 in Review

Fortitude Family Office reduced its US Bancorp (USB) stake by 45% in Q2 2026, selling an estimated $135K and leaving 2,912 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #139.

Fortitude Family Office first reported a position in USB in Q1 2024 and has held it in 10 quarters since. The position peaked at $276K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Fortitude Family Office held 2,912 shares of US Bancorp worth $176K as of Q2 2026.
Fortitude Family Office sold 2,404 US Bancorp shares in Q2 2026, an estimated $135K.
US Bancorp made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #139 holding.
Fortitude Family Office first reported a position in US Bancorp in Q1 2024 and has held it in 10 quarters since.
Fortitude Family Office's US Bancorp position peaked at $276K in Q1 2026.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.