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Foundations Investment Advisors’s US Bancorp USB Stock Holding History

Foundations Investment 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 		$1.02M Buy
16,923
+2,667
+19% +$149K 0.01% 566
2026
Q1 		$741K Buy
14,256
+42
+0.3% +$2.31K 0.01% 602
2025
Q4 		$758K Buy
14,214
+296
+2% +$14.6K 0.01% 582
2025
Q3 		$673K Sell
13,918
-729
-5% -$34.5K 0.01% 576
2025
Q2 		$663K Buy
14,647
+1,118
+8% +$47K 0.01% 518
2025
Q1 		$571K Sell
13,529
-1,850
-12% -$85.4K 0.01% 540
2024
Q4 		$736K Buy
15,379
+2,993
+24% +$147K 0.01% 462
2024
Q3 		$566K Buy
12,386
+1,519
+14% +$66.6K 0.01% 493
2024
Q2 		$431K Buy
10,867
+443
+4% +$18.1K 0.01% 527
2024
Q1 		$466K Buy
10,424
+1,041
+11% +$43.9K 0.01% 484
2023
Q4 		$384K Sell
9,383
-1,037
-10% -$37.9K 0.01% 493
2023
Q3 		$344K Sell
10,420
-835
-7% -$30.4K 0.01% 481
2023
Q2 		$372K Buy
11,255
+569
+5% +$18.4K 0.01% 424
2023
Q1 		$385K Sell
10,686
-1,396
-12% -$62.2K 0.01% 361
2022
Q4 		$527K Buy
12,082
+2,694
+29% +$115K 0.02% 272
2022
Q3 		$379K Buy
9,388
+1,256
+15% +$58.1K 0.02% 291
2022
Q2 		$378K Buy
8,132
+388
+5% +$19.4K 0.02% 271
2022
Q1 		$408K Sell
7,744
-213
-3% -$12.2K 0.02% 220
2021
Q4 		$497K Buy
7,957
+679
+9% +$40.2K 0.02% 208
2021
Q3 		$446K Sell
7,278
-50
-0.7% -$2.85K 0.02% 199
2021
Q2 		$417K Buy
7,328
+884
+14% +$51.9K 0.02% 190
2021
Q1 		$366K Sell
6,444
-11,781
-65% -$588K 0.02% 162
2020
Q4 		$899K Sell
18,225
-12,597
-41% -$533K 0.06% 82
2020
Q3 		$1.13M Sell
30,822
-12,704
-29% -$465K 0.25% 62
2020
Q2 		$1.56M Sell
43,526
-2,875
-6% -$102K 0.14% 48
2020
Q1 		$1.48M Buy
46,401
+40,490
+685% +$1.95M 0.17% 25
2019
Q4 		$341K Sell
5,911
-51
-0.9% -$2.95K 0.04% 107
2019
Q3 		$316K Buy
+5,962
New +$322K 0.04% 102

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

Foundations Investment Advisors's USB Position: Q2 2026 in Review

Foundations Investment Advisors increased its US Bancorp (USB) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 16,923 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #566.

Foundations Investment Advisors first reported a position in USB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.56M in Q2 2020. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Foundations Investment Advisors held 16,923 shares of US Bancorp worth $1.02M as of Q2 2026.
  • Foundations Investment Advisors bought 2,667 US Bancorp shares in Q2 2026, an estimated $149K.
  • US Bancorp made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #566 holding.
  • Foundations Investment Advisors first reported a position in US Bancorp in Q3 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's US Bancorp position peaked at $1.56M in Q2 2020.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.