JFS Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $738K | Sell |
12,220
-105
| -0.9% | -$5.88K | 0.04% | 204 |
|
|
2026
Q1 | $641K | Sell |
12,325
-749
| -6% | -$41.2K | 0.04% | 207 |
|
|
2025
Q4 | $698K | Buy |
13,074
+569
| +5% | +$28K | 0.04% | 195 |
|
|
2025
Q3 | $604K | Sell |
12,505
-1
| -0% | -$47 | 0.04% | 212 |
|
|
2025
Q2 | $566K | Sell |
12,506
-198
| -2% | -$8.32K | 0.04% | 200 |
|
|
2025
Q1 | $536K | Buy |
12,704
+31
| +0.2% | +$1.43K | 0.04% | 192 |
|
|
2024
Q4 | $606K | Buy |
12,673
+4
| +0% | +$197 | 0.04% | 176 |
|
|
2024
Q3 | $579K | Buy |
12,669
+9,812
| +343% | +$430K | 0.04% | 184 |
|
|
2024
Q2 | $113K | Sell |
2,857
-71
| -2% | -$2.9K | 0.01% | 294 |
|
|
2024
Q1 | $131K | Sell |
2,928
-238
| -8% | -$10K | 0.01% | 285 |
|
|
2023
Q4 | $137K | Buy |
3,166
+557
| +21% | +$20.4K | 0.01% | 267 |
|
|
2023
Q3 | $86.2K | Buy |
2,609
+1,185
| +83% | +$43.2K | 0.01% | 294 |
|
|
2023
Q2 | $47K | Buy |
1,424
+207
| +17% | +$6.69K | ﹤0.01% | 376 |
|
|
2023
Q1 | $43.9K | Sell |
1,217
-163
| -12% | -$7.26K | ﹤0.01% | 388 |
|
|
2022
Q4 | $60.2K | Sell |
1,380
-30
| -2% | -$1.28K | 0.01% | 345 |
|
|
2022
Q3 | $57K | Buy |
1,410
+172
| +14% | +$7.96K | 0.01% | 359 |
|
|
2022
Q2 | $57K | Sell |
1,238
-139
| -10% | -$6.94K | 0.01% | 374 |
|
|
2022
Q1 | $73K | Buy |
1,377
+538
| +64% | +$30.9K | 0.01% | 348 |
|
|
2021
Q4 | $47K | Buy |
839
+102
| +14% | +$6.03K | ﹤0.01% | 433 |
|
|
2021
Q3 | $44K | Buy |
+737
| New | +$42K | ﹤0.01% | 435 |
|
|
2021
Q1 | – | Sell |
-128
| Closed | -$6K | – | 626 |
|
|
2020
Q4 | $6K | Buy |
128
+31
| +32% | +$1.31K | ﹤0.01% | 460 |
|
|
2020
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $4K | Hold |
97
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $3K | Sell |
97
-25
| -20% | -$1.21K | ﹤0.01% | 422 |
|
|
2019
Q4 | $7K | Buy |
122
+97
| +388% | +$5.61K | ﹤0.01% | 392 |
|
|
2019
Q3 | $1K | Buy |
+25
| New | +$1.35K | ﹤0.01% | 501 |
|
|
2018
Q3 | – | Sell |
-156
| Closed | -$8K | – | 547 |
|
|
2018
Q2 | $8K | Buy |
156
+6
| +4% | +$304 | ﹤0.01% | 386 |
|
|
2018
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 387 |
|
|
2017
Q4 | $8K | Buy |
+150
| New | +$8.07K | ﹤0.01% | 393 |
|
|
2016
Q3 | – | Sell |
-5,200
| Closed | -$210K | – | 516 |
|
|
2016
Q2 | $210K | Buy |
5,200
+5,168
| +16,150% | +$215K | 0.06% | 153 |
|
|
2016
Q1 | $1K | Buy |
+32
| New | +$1.28K | ﹤0.01% | 603 |
|
Other funds holding USB
MB
JFS Wealth Advisors's USB Position: Q2 2026 in Review
JFS Wealth Advisors reduced its US Bancorp (USB) stake by 0.85% in Q2 2026, selling an estimated $5.88K and leaving 12,220 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #204.
JFS Wealth Advisors first reported a position in USB in Q1 2016 and has held it in 31 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- JFS Wealth Advisors held 12,220 shares of US Bancorp worth $738K as of Q2 2026.
- JFS Wealth Advisors sold 105 US Bancorp shares in Q2 2026, an estimated $5.88K.
- US Bancorp made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #204 holding.
- JFS Wealth Advisors first reported a position in US Bancorp in Q1 2016 and has held it in 31 quarters since.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.