Horst & Graben Wealth Management’s US Bancorp USB Stock Holding History

Horst & Graben 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	$449K	Hold	7,250	–	–	0.06%	133
2026 Q1	$406K	Buy	7,250 +107	+1%	+$5.88K	0.06%	130
2025 Q4	$381K	Buy	7,143 +44	+0.6%	+$2.16K	0.06%	122
2025 Q3	$343K	Buy	7,099 +1,326	+23%	+$62.7K	0.05%	131
2025 Q2	$261K	Buy	5,773 +10	+0.2%	+$420	0.04%	143
2025 Q1	$243K	Buy	5,763 +103	+2%	+$4.75K	0.04%	142
2024 Q4	$271K	Buy	5,660 +36	+0.6%	+$1.77K	0.05%	125
2024 Q3	$257K	Buy	5,624 +77	+1%	+$3.38K	0.05%	125
2024 Q2	$220K	Buy	5,547 +39	+0.7%	+$1.59K	0.04%	142
2024 Q1	$246K	Buy	5,508 +40	+0.7%	+$1.69K	0.05%	125
2023 Q4	$237K	Buy	+5,468	New	+$200K	0.05%	119
2023 Q1	–	Sell	-4,603	Closed	-$201K	–	140
2022 Q4	$201K	Buy	+4,603	New	+$197K	0.05%	126
2022 Q3	–	Sell	-4,525	Closed	-$208K	–	131
2022 Q2	$208K	Buy	4,525 +37	+0.8%	+$1.85K	0.06%	123
2022 Q1	$239K	Buy	4,488 +31	+0.7%	+$1.78K	0.06%	121
2021 Q4	$250K	Buy	4,457 +34	+0.8%	+$2.01K	0.06%	119
2021 Q3	$263K	Buy	4,423 +28	+0.6%	+$1.59K	0.07%	111
2021 Q2	$250K	Buy	4,395 +30	+0.7%	+$1.76K	0.07%	114
2021 Q1	$241K	Buy	+4,365	New	+$218K	0.08%	114

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Horst & Graben Wealth Management's USB Position: Q2 2026 in Review

Horst & Graben Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 7,250 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #133.

Horst & Graben Wealth Management first reported a position in USB in Q1 2021 and has held it in 18 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Horst & Graben Wealth Management held 7,250 shares of US Bancorp worth $449K as of Q2 2026.
Horst & Graben Wealth Management left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.06% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #133 holding.
Horst & Graben Wealth Management first reported a position in US Bancorp in Q1 2021 and has held it in 18 quarters since.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.