JTWM
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Jackson Thornton Wealth Management’s US Bancorp USB Stock Holding History

Jackson Thornton 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 		$284K Buy
4,699
+36
+0.8% +$2.02K 0.02% 309
2026
Q1 		$260K Sell
4,663
-45
-1% -$2.47K 0.02% 221
2025
Q4 		$264K Buy
+4,708
New +$232K 0.03% 231

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

Jackson Thornton Wealth Management's USB Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its US Bancorp (USB) stake by 0.77% in Q2 2026, buying an estimated $2.02K and bringing the position to 4,699 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #309.

Jackson Thornton Wealth Management first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,699 shares of US Bancorp worth $284K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 36 US Bancorp shares in Q2 2026, an estimated $2.02K.
  • US Bancorp made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Jackson Thornton Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.