GeoWealth Management’s US Bancorp USB Stock Holding History

GeoWealth 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	$280K	Buy	4,643 +285	+7%	+$16K	0.01%	683
2026 Q1	$227K	Buy	4,358 +594	+16%	+$32.6K	0.01%	687
2025 Q4	$201K	Sell	3,764 -3,242	-46%	-$159K	0.01%	664
2025 Q3	$339K	Buy	7,006 +1,395	+25%	+$66K	0.01%	549
2025 Q2	$254K	Buy	5,611 +630	+13%	+$26.5K	0.01%	591
2025 Q1	$210K	Buy	4,981 +720	+17%	+$33.2K	0.01%	648
2024 Q4	$204K	Sell	4,261 -681	-14%	-$33.5K	0.01%	761
2024 Q3	$226K	Sell	4,942 -360	-7%	-$15.8K	0.01%	679
2024 Q2	$210K	Buy	5,302 +448	+9%	+$18.3K	0.01%	665
2024 Q1	$217K	Sell	4,854 -37,150	-88%	-$1.57M	0.01%	662
2023 Q4	$1.82M	Buy	42,004 +21,694	+107%	+$793K	0.15%	128
2023 Q3	$671K	Sell	20,310 -3,681	-15%	-$134K	0.08%	179
2023 Q2	$793K	Buy	+23,991	New	+$775K	0.09%	132

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

GeoWealth Management's USB Position: Q2 2026 in Review

GeoWealth Management increased its US Bancorp (USB) stake by 6.5% in Q2 2026, buying an estimated $16K and bringing the position to 4,643 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #683.

GeoWealth Management first reported a position in USB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2023. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

GeoWealth Management held 4,643 shares of US Bancorp worth $280K as of Q2 2026.
GeoWealth Management bought 285 US Bancorp shares in Q2 2026, an estimated $16K.
US Bancorp made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #683 holding.
GeoWealth Management first reported a position in US Bancorp in Q2 2023 and has held it in 13 quarters since.
GeoWealth Management's US Bancorp position peaked at $1.82M in Q4 2023.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.