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Independent Financial Group’s US Bancorp USB Stock Holding History

Independent Financial Group’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 		$789K Sell
13,064
-1,612
-11% -$90.3K 0.01% 790
2026
Q1 		$763K Sell
14,676
-6,222
-30% -$342K 0.02% 725
2025
Q4 		$1.12M Sell
20,898
-2,988
-13% -$147K 0.02% 578
2025
Q3 		$1.15M Buy
23,886
+553
+2% +$26.2K 0.03% 558
2025
Q2 		$1.06M Buy
23,333
+1,080
+5% +$45.4K 0.03% 525
2025
Q1 		$940K Sell
22,253
-2,100
-9% -$96.9K 0.03% 497
2024
Q4 		$1.16M Sell
24,353
-295
-1% -$14.5K 0.04% 434
2024
Q3 		$1.13M Sell
24,648
-708
-3% -$31.1K 0.04% 409
2024
Q2 		$1.01M Buy
25,356
+1,142
+5% +$46.6K 0.04% 408
2024
Q1 		$1.08M Sell
24,214
-870
-3% -$36.7K 0.05% 355
2023
Q4 		$1.09M Buy
25,084
+6,019
+32% +$220K 0.06% 338
2023
Q3 		$630K Buy
19,065
+5,676
+42% +$207K 0.04% 433
2023
Q2 		$442K Buy
13,389
+2,101
+19% +$67.9K 0.03% 507
2023
Q1 		$407K Buy
11,288
+5,720
+103% +$255K 0.03% 509
2022
Q4 		$243K Buy
+5,568
New +$238K 0.02% 643

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

Independent Financial Group's USB Position: Q2 2026 in Review

Independent Financial Group reduced its US Bancorp (USB) stake by 11% in Q2 2026, selling an estimated $90.3K and leaving 13,064 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #790.

Independent Financial Group first reported a position in USB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Independent Financial Group held 13,064 shares of US Bancorp worth $789K as of Q2 2026.
  • Independent Financial Group sold 1,612 US Bancorp shares in Q2 2026, an estimated $90.3K.
  • US Bancorp made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #790 holding.
  • Independent Financial Group first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Independent Financial Group's US Bancorp position peaked at $1.16M in Q4 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.