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Forza Wealth Management’s US Bancorp USB Stock Holding History

Forza Wealth Management’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 		$659K Hold
10,917
– – 0.2% 104
2026
Q1 		$568K Hold
10,917
– – 0.2% 117
2025
Q4 		$583K Hold
10,917
– – 0.21% 113
2025
Q3 		$528K Buy
10,917
+102
+0.9% +$4.82K 0.2% 115
2025
Q2 		$489K Buy
10,815
+1,425
+15% +$59.9K 0.2% 118
2025
Q1 		$396K Hold
9,390
– – 0.18% 129
2024
Q4 		$449K Sell
9,390
-400
-4% -$19.7K 0.2% 113
2024
Q3 		$448K Hold
9,790
– – 0.21% 127
2024
Q2 		$389K Sell
9,790
-400
-4% -$16.3K 0.2% 131
2024
Q1 		$455K Hold
10,190
– – 0.24% 118
2023
Q4 		$441K Buy
10,190
+25
+0.2% +$914 0.24% 114
2023
Q3 		$336K Sell
10,165
-900
-8% -$32.8K 0.17% 142
2023
Q2 		$366K Sell
11,065
-1,160
-9% -$37.5K 0.18% 139
2023
Q1 		$441K Sell
12,225
-2,200
-15% -$98K 0.23% 129
2022
Q4 		$629K Buy
+14,425
New +$617K 0.42% 65

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

Forza Wealth Management's USB Position: Q2 2026 in Review

Forza Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 10,917 shares worth $659K. The position accounts for 0.2% of the portfolio, ranked #104.

Forza Wealth Management first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Forza Wealth Management held 10,917 shares of US Bancorp worth $659K as of Q2 2026.
  • Forza Wealth Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.2% of Forza Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Forza Wealth Management first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.