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International Private Wealth Advisors’s US Bancorp USB Stock Holding History

International Private Wealth Advisors’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 		$364K Sell
6,033
-2,664
-31% -$149K 0.19% 102
2026
Q1 		$452K Buy
8,697
+1,015
+13% +$55.8K 0.28% 85
2025
Q4 		$410K Sell
7,682
-129
-2% -$6.34K 0.26% 81
2025
Q3 		$377K Sell
7,811
-1,042
-12% -$49.3K 0.24% 95
2025
Q2 		$401K Sell
8,853
-1,362
-13% -$57.3K 0.34% 83
2025
Q1 		$431K Buy
10,215
+1,135
+13% +$52.4K 0.41% 62
2024
Q4 		$434K Hold
9,080
– – 0.43% 64
2024
Q3 		$415K Sell
9,080
-429
-5% -$18.8K 0.61% 42
2024
Q2 		$377K Buy
9,509
+315
+3% +$12.8K 0.64% 43
2024
Q1 		$411K Buy
9,194
+4,159
+83% +$175K 0.79% 36
2023
Q4 		$218K Buy
+5,035
New +$184K 0.22% 85

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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's USB Position: Q2 2026 in Review

International Private Wealth Advisors reduced its US Bancorp (USB) stake by 31% in Q2 2026, selling an estimated $149K and leaving 6,033 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #102.

International Private Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $452K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • International Private Wealth Advisors held 6,033 shares of US Bancorp worth $364K as of Q2 2026.
  • International Private Wealth Advisors sold 2,664 US Bancorp shares in Q2 2026, an estimated $149K.
  • US Bancorp made up 0.19% of International Private Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • International Private Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • International Private Wealth Advisors's US Bancorp position peaked at $452K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.