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Fourth Dimension Wealth’s US Bancorp USB Stock Holding History

Fourth Dimension Wealth’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 		$8.82K Hold
146
– – ﹤0.01% 486
2026
Q1 		$7.59K Hold
146
– – ﹤0.01% 444
2025
Q4 		$7.79K Hold
146
– – ﹤0.01% 439
2025
Q3 		$7.06K Hold
146
– – ﹤0.01% 451
2025
Q2 		$6.61K Hold
146
– – ﹤0.01% 463
2025
Q1 		$6.16K Hold
146
– – ﹤0.01% 474
2024
Q4 		$6.98K Buy
+146
New +$7.18K ﹤0.01% 466

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

Fourth Dimension Wealth's USB Position: Q2 2026 in Review

Fourth Dimension Wealth held its US Bancorp (USB) position steady in Q2 2026 at 146 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Fourth Dimension Wealth 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.

  • Fourth Dimension Wealth held 146 shares of US Bancorp worth $8.82K as of Q2 2026.
  • Fourth Dimension Wealth left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #486 holding.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.