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HB Wealth Management’s US Bancorp USB Stock Holding History

HB 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 		$15.2M Sell
252,376
-11,001
-4% -$616K 0.09% 130
2026
Q1 		$13.7M Buy
263,377
+5,501
+2% +$302K 0.09% 122
2025
Q4 		$13.8M Buy
257,876
+3,554
+1% +$175K 0.09% 125
2025
Q3 		$12.3M Buy
254,322
+27,415
+12% +$1.3M 0.08% 130
2025
Q2 		$10.3M Buy
226,907
+12,672
+6% +$533K 0.08% 132
2025
Q1 		$9.05M Buy
214,235
+20,199
+10% +$932K 0.08% 139
2024
Q4 		$9.28M Buy
194,036
+9,526
+5% +$469K 0.09% 99
2024
Q3 		$8.44M Buy
184,510
+15,696
+9% +$688K 0.09% 106
2024
Q2 		$6.7M Buy
168,814
+4,035
+2% +$165K 0.08% 122
2024
Q1 		$7.37M Buy
164,779
+8,800
+6% +$371K 0.09% 111
2023
Q4 		$6.75M Buy
155,979
+17,454
+13% +$638K 0.1% 109
2023
Q3 		$4.58M Buy
138,525
+11,875
+9% +$433K 0.07% 133
2023
Q2 		$4.18M Buy
126,650
+6,105
+5% +$197K 0.07% 142
2023
Q1 		$4.35M Buy
120,545
+26,200
+28% +$1.17M 0.08% 133
2022
Q4 		$4.11M Sell
94,345
-15,112
-14% -$647K 0.07% 131
2022
Q3 		$4.41M Buy
109,457
+26,729
+32% +$1.24M 0.09% 105
2022
Q2 		$3.81M Buy
82,728
+19,321
+30% +$965K 0.08% 123
2022
Q1 		$3.37M Buy
63,407
+6,901
+12% +$397K 0.06% 136
2021
Q4 		$3.17M Buy
+56,506
New +$3.34M 0.06% 122

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

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

HB Wealth Management reduced its US Bancorp (USB) stake by 4.2% in Q2 2026, selling an estimated $616K and leaving 252,376 shares worth $15.2M. The position accounts for 0.09% of the portfolio, ranked #130.

HB Wealth Management first reported a position in USB in Q4 2021 and has held it in 19 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • HB Wealth Management held 252,376 shares of US Bancorp worth $15.2M as of Q2 2026.
  • HB Wealth Management sold 11,001 US Bancorp shares in Q2 2026, an estimated $616K.
  • US Bancorp made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #130 holding.
  • HB Wealth Management first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.