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IMG Wealth Management’s US Bancorp USB Stock Holding History

IMG 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 		$9.79K Buy
162
+6
+4% +$336 0.01% 330
2026
Q1 		$8.11K Sell
156
-390
-71% -$21.4K 0.01% 324
2025
Q4 		$29.1K Hold
546
– – 0.02% 203
2025
Q3 		$26.4K Hold
546
– – 0.02% 188
2025
Q2 		$24.7K Buy
+546
New +$23K 0.02% 189

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

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

IMG Wealth Management increased its US Bancorp (USB) stake by 3.8% in Q2 2026, buying an estimated $336 and bringing the position to 162 shares worth $9.79K. The position accounts for 0.01% of the portfolio, ranked #330.

IMG Wealth Management first reported a position in USB in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.1K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • IMG Wealth Management held 162 shares of US Bancorp worth $9.79K as of Q2 2026.
  • IMG Wealth Management bought 6 US Bancorp shares in Q2 2026, an estimated $336.
  • US Bancorp made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #330 holding.
  • IMG Wealth Management first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's US Bancorp position peaked at $29.1K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.