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Foster Victor Wealth Advisors’s US Bancorp USB Stock Holding History

Foster Victor 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 		$11.9M Buy
192,147
+8,909
+5% +$499K 0.63% 69
2026
Q1 		$10.3M Buy
183,238
+6,648
+4% +$365K 0.59% 71
2025
Q4 		$9.61M Buy
176,590
+460
+0.3% +$22.6K 0.56% 68
2025
Q3 		$8.47M Buy
176,130
+5,268
+3% +$249K 0.53% 79
2025
Q2 		$8.08M Sell
170,862
-13,235
-7% -$556K 0.55% 74
2025
Q1 		$6.97M Sell
184,097
-3,887
-2% -$179K 0.56% 76
2024
Q4 		$9.09M Buy
+187,984
New +$9.25M 0.7% 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

Foster Victor Wealth Advisors's USB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its US Bancorp (USB) stake by 4.9% in Q2 2026, buying an estimated $499K and bringing the position to 192,147 shares worth $11.9M. The position accounts for 0.63% of the portfolio, ranked #69.

Foster Victor Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Foster Victor Wealth Advisors held 192,147 shares of US Bancorp worth $11.9M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 8,909 US Bancorp shares in Q2 2026, an estimated $499K.
  • US Bancorp made up 0.63% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Foster Victor Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.