JFG
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JDM Financial Group’s US Bancorp USB Stock Holding History

JDM 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 		$21.9K Hold
363
– – 0.01% 158
2026
Q1 		$18.9K Hold
363
– – 0.01% 147
2025
Q4 		$19.4K Buy
+363
New +$17.9K 0.01% 142
2025
Q1 		– Sell
-28
Closed -$1.34K – 340
2024
Q4 		$1.34K Hold
28
– – ﹤0.01% 272
2024
Q3 		$1.28K Buy
+28
New +$1.23K ﹤0.01% 285

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

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

JDM Financial Group held its US Bancorp (USB) position steady in Q2 2026 at 363 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #158.

JDM Financial Group first reported a position in USB in Q3 2024 and has held it in 5 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • JDM Financial Group held 363 shares of US Bancorp worth $21.9K as of Q2 2026.
  • JDM Financial Group left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #158 holding.
  • JDM Financial Group first reported a position in US Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.