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Freedom Financial Partners’s US Bancorp USB Stock Holding History

Freedom Financial Partners’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 		$617K Hold
10,211
– – 0.2% 56
2026
Q1 		$531K Sell
10,211
-966
-9% -$53.1K 0.19% 56
2025
Q4 		$596K Buy
11,177
+61
+0.5% +$3K 0.22% 51
2025
Q3 		$537K Sell
11,116
-400
-3% -$18.9K 0.2% 55
2025
Q2 		$521K Buy
11,516
+2,654
+30% +$112K 0.22% 50
2025
Q1 		$374K Buy
+8,862
New +$409K 0.17% 56

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

Freedom Financial Partners's USB Position: Q2 2026 in Review

Freedom Financial Partners held its US Bancorp (USB) position steady in Q2 2026 at 10,211 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #56.

Freedom Financial Partners first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Freedom Financial Partners held 10,211 shares of US Bancorp worth $617K as of Q2 2026.
  • Freedom Financial Partners left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.2% of Freedom Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Freedom Financial Partners first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.