IMA Advisory Services’s US Bancorp USB Stock Holding History

IMA Advisory Services’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	$5.85K	Buy	+96	New	+$5.38K	﹤0.01%	876
2020 Q4	–	Sell	-31	Closed	-$1K	–	319
2020 Q3	$1K	Buy	+31	New	+$1.13K	﹤0.01%	290
2020 Q1	–	Sell	-132	Closed	-$8K	–	291
2019 Q4	$8K	Buy	132 +1	+0.8%	+$58	﹤0.01%	226
2019 Q3	$7K	Buy	131 +1	+0.8%	+$54	﹤0.01%	231
2019 Q2	$7K	Buy	+130	New	+$6.7K	﹤0.01%	221
2018 Q3	–	Sell	-76	Closed	-$4K	–	456
2018 Q2	$4K	Buy	+76	New	+$3.86K	﹤0.01%	364

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 $3.37T AUM 44.26% 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

IMA Advisory Services's USB Position: Q2 2026 in Review

IMA Advisory Services opened a new position in US Bancorp (USB) in Q2 2026: 96 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in USB as recently as Q3 2020.

IMA Advisory Services first reported a position in USB in Q2 2018 and has held it in 6 quarters since. The position peaked at $8K in Q4 2019. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

IMA Advisory Services held 96 shares of US Bancorp worth $5.85K as of Q2 2026.
US Bancorp was a new IMA Advisory Services position in Q2 2026.
US Bancorp made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #876 holding.
IMA Advisory Services first reported a position in US Bancorp in Q2 2018 and has held it in 6 quarters since.
IMA Advisory Services's US Bancorp position peaked at $8K in Q4 2019.
2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.