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Jeppson Wealth Management’s US Bancorp USB Stock Holding History

Jeppson 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 		$354K Hold
5,857
– – 0.1% 174
2026
Q1 		$305K Sell
5,857
-20
-0.3% -$1.1K 0.1% 173
2025
Q4 		$314K Sell
5,877
-50
-0.8% -$2.46K 0.1% 163
2025
Q3 		$286K Hold
5,927
– – 0.09% 174
2025
Q2 		$268K Sell
5,927
-22
-0.4% -$925 0.09% 174
2025
Q1 		$251K Sell
5,949
-105
-2% -$4.84K 0.09% 174
2024
Q4 		$290K Hold
6,054
– – 0.11% 155
2024
Q3 		$277K Hold
6,054
– – 0.1% 165
2024
Q2 		$240K Sell
6,054
-248
-4% -$10.1K 0.09% 170
2024
Q1 		$282K Sell
6,302
-191
-3% -$8.06K 0.11% 161
2023
Q4 		$281K Buy
+6,493
New +$237K 0.12% 159
2023
Q1 		– Sell
-7,869
Closed -$343K – 209
2022
Q4 		$343K Buy
7,869
+1,409
+22% +$60.3K 0.14% 136
2022
Q3 		$260K Buy
+6,460
New +$299K 0.12% 156
2020
Q4 		– Sell
-874
Closed -$31K – 432
2020
Q3 		$31K Buy
+874
New +$32K 0.02% 284

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

Jeppson Wealth Management's USB Position: Q2 2026 in Review

Jeppson Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 5,857 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #174.

Jeppson Wealth Management first reported a position in USB in Q3 2020 and has held it in 14 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Jeppson Wealth Management held 5,857 shares of US Bancorp worth $354K as of Q2 2026.
  • Jeppson Wealth Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Jeppson Wealth Management first reported a position in US Bancorp in Q3 2020 and has held it in 14 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.