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Forvis Mazars Wealth Advisors’s US Bancorp USB Stock Holding History

Forvis Mazars 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 		$598K Sell
9,906
-1,455
-13% -$81.5K 0.01% 278
2026
Q1 		$591K Buy
11,361
+71
+0.6% +$3.9K 0.01% 262
2025
Q4 		$602K Buy
11,290
+1,209
+12% +$59.5K 0.01% 261
2025
Q3 		$487K Sell
10,081
-44
-0.4% -$2.08K 0.01% 288
2025
Q2 		$458K Sell
10,125
-5,437
-35% -$229K 0.01% 300
2025
Q1 		$657K Sell
15,562
-27,304
-64% -$1.26M 0.02% 245
2024
Q4 		$2.05M Sell
42,866
-18
-0% -$885 0.05% 157
2024
Q3 		$1.96M Buy
42,884
+25,274
+144% +$1.11M 0.05% 165
2024
Q2 		$699K Buy
17,610
+1,154
+7% +$47.1K 0.02% 241
2024
Q1 		$736K Buy
16,456
+1,786
+12% +$75.4K 0.02% 244
2023
Q4 		$635K Sell
14,670
-6,563
-31% -$240K 0.02% 249
2023
Q3 		$702K Sell
21,233
-19,376
-48% -$706K 0.02% 230
2023
Q2 		$1.34M Sell
40,609
-2,384
-6% -$77K 0.04% 193
2023
Q1 		$1.55M Buy
42,993
+2,796
+7% +$125K 0.05% 170
2022
Q4 		$1.75M Sell
40,197
-631
-2% -$27K 0.06% 158
2022
Q3 		$1.65M Sell
40,828
-179
-0.4% -$8.28K 0.07% 155
2022
Q2 		$1.89M Buy
41,007
+1,853
+5% +$92.5K 0.08% 132
2022
Q1 		$2.08M Buy
39,154
+1,328
+4% +$76.3K 0.09% 107
2021
Q4 		$2.13M Sell
37,826
-278
-0.7% -$16.4K 0.09% 97
2021
Q3 		$2.27M Sell
38,104
-611
-2% -$34.8K 0.1% 89
2021
Q2 		$2.21M Sell
38,715
-679
-2% -$39.8K 0.1% 89
2021
Q1 		$2.18M Sell
39,394
-4,936
-11% -$246K 0.11% 89
2020
Q4 		$2.06M Buy
44,330
+301
+0.7% +$12.7K 0.1% 99
2020
Q3 		$1.58M Buy
44,029
+389
+0.9% +$14.2K 0.09% 103
2020
Q2 		$1.61M Buy
43,640
+662
+2% +$23.6K 0.1% 98
2020
Q1 		$1.48M Sell
42,978
-2,868
-6% -$138K 0.12% 90
2019
Q4 		$2.72M Buy
45,846
+3,208
+8% +$185K 0.2% 67
2019
Q3 		$2.36M Buy
42,638
+879
+2% +$47.5K 0.19% 71
2019
Q2 		$2.19M Sell
41,759
-1,194
-3% -$61.5K 0.18% 73
2019
Q1 		$2.07M Buy
42,953
+24,658
+135% +$1.24M 0.17% 74
2018
Q4 		$836K Sell
18,295
-24,537
-57% -$1.26M 0.09% 99
2018
Q3 		$2.26M Sell
42,832
-1
-0% -$53 0.2% 66
2018
Q2 		$2.14M Sell
42,833
-265
-0.6% -$13.4K 0.21% 65
2018
Q1 		$2.18M Buy
43,098
+26,067
+153% +$1.43M 0.22% 65
2017
Q4 		$913K Sell
17,031
-7,616
-31% -$410K 0.09% 102
2017
Q3 		$1.32M Sell
24,647
-19,601
-44% -$1.03M 0.15% 77
2017
Q2 		$2.3M Buy
44,248
+25,089
+131% +$1.29M 0.26% 56
2017
Q1 		$987K Sell
19,159
-2,157
-10% -$115K 0.12% 83
2016
Q4 		$1.09M Buy
21,316
+597
+3% +$28.4K 0.14% 78
2016
Q3 		$889K Sell
20,719
-24,850
-55% -$1.06M 0.12% 81
2016
Q2 		$1.84M Buy
45,569
+24,372
+115% +$1.01M 0.27% 48
2016
Q1 		$860K Sell
21,197
-735
-3% -$29.3K 0.14% 79
2015
Q4 		$936K Buy
21,932
+11,156
+104% +$477K 0.14% 76
2015
Q3 		$442K Buy
10,776
+28
+0.3% +$1.21K 0.08% 111
2015
Q2 		$466K Sell
10,748
-293
-3% -$12.8K 0.07% 113
2015
Q1 		$482K Buy
11,041
+1,107
+11% +$48.5K 0.07% 111
2014
Q4 		$447K Buy
9,934
+3,745
+61% +$161K 0.07% 104
2014
Q3 		$259K Hold
6,189
– – 0.04% 114
2014
Q2 		$268K Sell
6,189
-25,049
-80% -$1.05M 0.05% 118
2014
Q1 		$1.34M Sell
31,238
-250
-0.8% -$10.3K 0.24% 63
2013
Q4 		$1.27M Sell
31,488
-108
-0.3% -$4.14K 0.24% 65
2013
Q3 		$1.16M Buy
31,596
+23,418
+286% +$867K 0.24% 69
2013
Q2 		$296K Buy
+8,178
New +$281K 0.23% 79

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

Forvis Mazars Wealth Advisors's USB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its US Bancorp (USB) stake by 13% in Q2 2026, selling an estimated $81.5K and leaving 9,906 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #278.

Forvis Mazars Wealth Advisors first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.72M in Q4 2019. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 9,906 shares of US Bancorp worth $598K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 1,455 US Bancorp shares in Q2 2026, an estimated $81.5K.
  • US Bancorp made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • Forvis Mazars Wealth Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Forvis Mazars Wealth Advisors's US Bancorp position peaked at $2.72M in Q4 2019.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.