Gilpin Wealth Management’s US Bancorp USB Stock Holding History

Gilpin 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	$218K	Hold	3,606	–	–	0.15%	124
2026 Q1	$188K	Hold	3,606	–	–	0.15%	121
2025 Q4	$192K	Buy	+3,606	New	+$177K	0.15%	118

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

Gilpin Wealth Management's USB Position: Q2 2026 in Review

Gilpin Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 3,606 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #124.

Gilpin Wealth Management first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Gilpin Wealth Management held 3,606 shares of US Bancorp worth $218K as of Q2 2026.
Gilpin Wealth Management left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.15% of Gilpin Wealth Management's portfolio in Q2 2026, its #124 holding.
Gilpin Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.