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Golden State Wealth Management’s US Bancorp USB Stock Holding History

Golden State 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 		$121K Buy
2,011
+3
+0.1% +$168 0.01% 520
2026
Q1 		$104K Sell
2,008
-220
-10% -$12.1K 0.01% 514
2025
Q4 		$119K Buy
2,228
+3
+0.1% +$148 0.01% 484
2025
Q3 		$108K Buy
2,225
+3
+0.1% +$142 0.01% 489
2025
Q2 		$101K Buy
2,222
+4
+0.2% +$168 0.01% 479
2025
Q1 		$93.7K Sell
2,218
-129
-5% -$5.95K 0.01% 459
2024
Q4 		$112K Buy
+2,347
New +$115K 0.02% 412
2022
Q1 		– Sell
-6,518
Closed -$366K – 367
2021
Q4 		$366K Buy
+6,518
New +$386K 0.06% 259
2021
Q1 		– Sell
-7,112
Closed -$331K – 241
2020
Q4 		$331K Buy
7,112
+4,109
+137% +$174K 0.1% 165
2020
Q3 		$108K Sell
3,003
-4,507
-60% -$165K 0.04% 248
2020
Q2 		$277K Buy
7,510
+4,653
+163% +$166K 0.09% 144
2020
Q1 		$98K Buy
+2,857
New +$138K 0.04% 251
2019
Q4 		– Sell
-3,029
Closed -$168K – 888
2019
Q3 		$168K Buy
3,029
+10
+0.3% +$540 0.06% 225
2019
Q2 		$158K Buy
3,019
+325
+12% +$16.7K 0.05% 256
2019
Q1 		$130K Buy
+2,694
New +$135K 0.04% 286

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 Wealth Management's USB Position: Q2 2026 in Review

Golden State Wealth Management increased its US Bancorp (USB) stake by 0.15% in Q2 2026, buying an estimated $168 and bringing the position to 2,011 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #520.

Golden State Wealth Management first reported a position in USB in Q1 2019 and has held it in 15 quarters since. The position peaked at $366K in Q4 2021. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Golden State Wealth Management held 2,011 shares of US Bancorp worth $121K as of Q2 2026.
  • Golden State Wealth Management bought 3 US Bancorp shares in Q2 2026, an estimated $168.
  • US Bancorp made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Golden State Wealth Management first reported a position in US Bancorp in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's US Bancorp position peaked at $366K in Q4 2021.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.