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Golden State Equity Partners’s US Bancorp USB Stock Holding History

Golden State Equity 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 		$75.4K Sell
1,249
-4,878
-80% -$273K 0.2% 65
2026
Q1 		$319K Buy
+6,127
New +$337K 0.02% 563
2024
Q4 		– Sell
-1,042
Closed -$47.6K – 860
2024
Q3 		$47.6K Buy
+1,042
New +$45.7K 0.01% 543
2023
Q4 		$1.01M Sell
23,410
-689
-3% -$25.2K 0.25% 106
2023
Q3 		$797K Buy
24,099
+18,104
+302% +$660K 0.22% 114
2023
Q2 		$198K Sell
5,995
-5,638
-48% -$182K 0.06% 348
2023
Q1 		$419K Buy
+11,633
New +$518K 0.23% 113

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

Golden State Equity Partners's USB Position: Q2 2026 in Review

Golden State Equity Partners reduced its US Bancorp (USB) stake by 80% in Q2 2026, selling an estimated $273K and leaving 1,249 shares worth $75.4K. The position accounts for 0.2% of the portfolio, ranked #65.

Golden State Equity Partners first reported a position in USB in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2023. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Golden State Equity Partners held 1,249 shares of US Bancorp worth $75.4K as of Q2 2026.
  • Golden State Equity Partners sold 4,878 US Bancorp shares in Q2 2026, an estimated $273K.
  • US Bancorp made up 0.2% of Golden State Equity Partners's portfolio in Q2 2026, its #65 holding.
  • Golden State Equity Partners first reported a position in US Bancorp in Q1 2023 and has held it in 7 quarters since.
  • Golden State Equity Partners's US Bancorp position peaked at $1.01M in Q4 2023.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.