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Innovative Asset Advisors Group’s US Bancorp USB Stock Holding History

Innovative Asset Advisors 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 		– Sell
-978
Closed -$51.4K – 985
2026
Q1 		$51.4K Buy
+978
New +$53.7K 0.03% 308

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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Innovative Asset Advisors Group's USB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of US Bancorp (USB) in Q2 2026, closing a stake of 978 shares — an estimated $51.4K sold.

Innovative Asset Advisors Group first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $51.4K in Q1 2026. 1,968 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 978 US Bancorp shares in Q2 2026, an estimated $51.4K.
  • Innovative Asset Advisors Group first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's US Bancorp position peaked at $51.4K in Q1 2026.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.