JMN Financial’s US Bancorp USB Stock Holding History

JMN Financial’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	$213K	Buy	+3,481	New	+$195K	0.17%	194
2026 Q1	–	Sell	-3,770	Closed	-$203K	–	240
2025 Q4	$203K	Buy	+3,770	New	+$185K	0.2%	180

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JMN Financial's USB Position: Q2 2026 in Review

JMN Financial opened a new position in US Bancorp (USB) in Q2 2026: 3,481 shares worth $213K. The stake represents 0.17% of the portfolio and ranks #194 among its holdings. This is a return to the name: JMN Financial previously reported a position in USB as recently as Q4 2025.

JMN Financial first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q2 2026.

JMN Financial held 3,481 shares of US Bancorp worth $213K as of Q2 2026.
US Bancorp was a new JMN Financial position in Q2 2026.
US Bancorp made up 0.17% of JMN Financial's portfolio in Q2 2026, its #194 holding.
JMN Financial first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.