GWANC
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Guardian Wealth Advisors (North Carolina)’s US Bancorp USB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$408K Buy
6,729
+830
+14% +$46.5K 0.02% 271
2026
Q1 		$308K Sell
5,899
-213
-3% -$11.7K 0.02% 281
2025
Q4 		$327K Sell
6,112
-96
-2% -$4.72K 0.02% 283
2025
Q3 		$301K Buy
6,208
+329
+6% +$15.6K 0.02% 287
2025
Q2 		$267K Sell
5,879
-391
-6% -$16.4K 0.02% 283
2025
Q1 		$265K Sell
6,270
-95
-1% -$4.38K 0.02% 268
2024
Q4 		$304K Buy
6,365
+1,711
+37% +$84.2K 0.02% 245
2024
Q3 		$213K Sell
4,654
-575
-11% -$25.2K 0.02% 260
2024
Q2 		$208K Sell
5,229
-4
-0.1% -$163 0.02% 253
2024
Q1 		$234K Sell
5,233
-48
-0.9% -$2.02K 0.03% 246
2023
Q4 		$229K Sell
5,281
-1,143
-18% -$41.8K 0.03% 227
2023
Q3 		$215K Sell
6,424
-203
-3% -$7.39K 0.04% 225
2023
Q2 		$222K Buy
6,627
+204
+3% +$6.59K 0.04% 212
2023
Q1 		$234K Buy
6,423
+1,363
+27% +$60.7K 0.04% 193
2022
Q4 		$221K Hold
5,060
– – 0.04% 185
2022
Q3 		$206K Buy
+5,060
New +$234K 0.04% 182

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

Guardian Wealth Advisors (North Carolina)'s USB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its US Bancorp (USB) stake by 14% in Q2 2026, buying an estimated $46.5K and bringing the position to 6,729 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #271.

Guardian Wealth Advisors (North Carolina) first reported a position in USB in Q3 2022 and has held it in 16 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,729 shares of US Bancorp worth $408K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 830 US Bancorp shares in Q2 2026, an estimated $46.5K.
  • US Bancorp made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #271 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in US Bancorp in Q3 2022 and has held it in 16 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.