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Halbert Hargrove Global Advisors’s US Bancorp USB Stock Holding History

Halbert Hargrove Global Advisors’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 		$459K Buy
7,604
+20
+0.3% +$1.12K 0.02% 72
2026
Q1 		$394K Hold
7,584
– – 0.02% 70
2025
Q4 		$405K Sell
7,584
-75
-1% -$3.69K 0.02% 71
2025
Q3 		$370K Buy
7,659
+7,539
+6,283% +$357K 0.02% 76
2025
Q2 		$5.43K Sell
120
-139
-54% -$5.84K ﹤0.01% 258
2025
Q1 		$10.9K Buy
259
+32
+14% +$1.48K ﹤0.01% 239
2024
Q4 		$10.9K Buy
+227
New +$11.2K ﹤0.01% 219
2015
Q3 		– Sell
-6,952
Closed -$302K – 161
2015
Q2 		$302K Buy
+6,952
New +$304K 0.07% 136

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

Halbert Hargrove Global Advisors's USB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its US Bancorp (USB) stake by 0.26% in Q2 2026, buying an estimated $1.12K and bringing the position to 7,604 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #72.

Halbert Hargrove Global Advisors first reported a position in USB in Q2 2015 and has held it in 8 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7,604 shares of US Bancorp worth $459K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 20 US Bancorp shares in Q2 2026, an estimated $1.12K.
  • US Bancorp made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #72 holding.
  • Halbert Hargrove Global Advisors first reported a position in US Bancorp in Q2 2015 and has held it in 8 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.