Future Financial Wealth Management’s US Bancorp USB Stock Holding History

Future Financial 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	$679K	Buy	10,714 +10	+0.1%	+$560	0.42%	48
2026 Q1	$603K	Buy	10,704 +10	+0.1%	+$549	0.39%	52
2025 Q4	$582K	Hold	10,694	–	–	0.39%	49
2025 Q3	$517K	Hold	10,694	–	–	0.33%	57
2025 Q2	$484K	Hold	10,694	–	–	0.33%	58
2025 Q1	$452K	Hold	10,694	–	–	0.33%	59
2024 Q4	$511K	Sell	10,694 -625	-6%	-$30.7K	0.37%	52
2024 Q3	$518K	Sell	11,319 -9	-0.1%	-$395	0.37%	58
2024 Q2	$450K	Buy	11,328 +177	+2%	+$7.22K	0.4%	61
2024 Q1	$498K	Buy	11,151 +92	+0.8%	+$3.88K	0.38%	57
2023 Q4	$479K	Buy	11,059 +3,097	+39%	+$113K	0.48%	56
2023 Q3	$263K	Buy	7,962 +116	+1%	+$4.23K	0.29%	82
2023 Q2	$259K	Buy	+7,846	New	+$254K	0.27%	86
2022 Q2	–	Sell	-2,009	Closed	-$107K	–	460
2022 Q1	$107K	Sell	2,009 -88	-4%	-$5.06K	0.09%	173
2021 Q4	$120K	Buy	+2,097	New	+$124K	0.1%	174

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Future Financial Wealth Management's USB Position: Q2 2026 in Review

Future Financial Wealth Management increased its US Bancorp (USB) stake by 0.09% in Q2 2026, buying an estimated $560 and bringing the position to 10,714 shares worth $679K. The position accounts for 0.42% of the portfolio, ranked #48.

Future Financial Wealth Management first reported a position in USB in Q4 2021 and has held it in 15 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Future Financial Wealth Management held 10,714 shares of US Bancorp worth $679K as of Q2 2026.
Future Financial Wealth Management bought 10 US Bancorp shares in Q2 2026, an estimated $560.
US Bancorp made up 0.42% of Future Financial Wealth Management's portfolio in Q2 2026, its #48 holding.
Future Financial Wealth Management first reported a position in US Bancorp in Q4 2021 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 Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.