JFA
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JNBA Financial Advisors’s US Bancorp USB Stock Holding History

JNBA Financial Advisors’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 		$295K Buy
4,877
+74
+2% +$4.15K 0.02% 174
2026
Q1 		$250K Hold
4,803
– – 0.02% 176
2025
Q4 		$256K Sell
4,803
-2,371
-33% -$117K 0.02% 172
2025
Q3 		$347K Hold
7,174
– – 0.03% 152
2025
Q2 		$325K Hold
7,174
– – 0.03% 156
2025
Q1 		$303K Hold
7,174
– – 0.03% 156
2024
Q4 		$343K Buy
7,174
+491
+7% +$24.2K 0.04% 151
2024
Q3 		$306K Hold
6,683
– – 0.03% 160
2024
Q2 		$265K Hold
6,683
– – 0.03% 168
2024
Q1 		$299K Hold
6,683
– – 0.03% 169
2023
Q4 		$289K Sell
6,683
-29
-0.4% -$1.06K 0.03% 172
2023
Q3 		$222K Sell
6,712
-1,471
-18% -$53.6K 0.03% 183
2023
Q2 		$270K Buy
8,183
+1,472
+22% +$47.6K 0.03% 173
2023
Q1 		$242K Sell
6,711
-10
-0.1% -$445 0.03% 180
2022
Q4 		$293K Hold
6,721
– – 0.04% 160
2022
Q3 		$271K Hold
6,721
– – 0.04% 164
2022
Q2 		$309K Hold
6,721
– – 0.05% 149
2022
Q1 		$357K Sell
6,721
-5,119
-43% -$294K 0.05% 147
2021
Q4 		$665K Buy
11,840
+49
+0.4% +$2.9K 0.08% 114
2021
Q3 		$701K Sell
11,791
-22
-0.2% -$1.25K 0.09% 108
2021
Q2 		$673K Hold
11,813
– – 0.09% 106
2021
Q1 		$653K Buy
11,813
+191
+2% +$9.54K 0.09% 104
2020
Q4 		$541K Buy
11,622
+104
+0.9% +$4.4K 0.09% 104
2020
Q3 		$413K Sell
11,518
-8,084
-41% -$296K 0.08% 107
2020
Q2 		$722K Hold
19,602
– – 0.15% 87
2020
Q1 		$675K Buy
19,602
+650
+3% +$31.3K 0.16% 82
2019
Q4 		$1.12M Sell
18,952
-150
-0.8% -$8.67K 0.21% 74
2019
Q3 		$1.06M Sell
19,102
-100
-0.5% -$5.4K 0.22% 70
2019
Q2 		$1.01M Buy
19,202
+100
+0.5% +$5.15K 0.21% 69
2019
Q1 		$921K Hold
19,102
– – 0.2% 69
2018
Q4 		$873K Buy
19,102
+18,957
+13,074% +$976K 0.2% 62
2018
Q3 		$8K Sell
145
-6,048
-98% -$320K ﹤0.01% 399
2018
Q2 		$310K Hold
6,193
– – 0.07% 107
2018
Q1 		$313K Sell
6,193
-350
-5% -$19.1K 0.07% 101
2017
Q4 		$351K Sell
6,543
-266
-4% -$14.3K 0.07% 97
2017
Q3 		$365K Buy
6,809
+266
+4% +$13.9K 0.08% 90
2017
Q2 		$340K Hold
6,543
– – 0.08% 93
2017
Q1 		$337K Sell
6,543
-19
-0.3% -$1.01K 0.08% 90
2016
Q4 		$337K Sell
6,562
-121
-2% -$5.75K 0.08% 87
2016
Q3 		$287K Sell
6,683
-960
-13% -$40.8K 0.04% 173
2016
Q2 		$308K Hold
7,643
– – 0.09% 88
2016
Q1 		$310K Hold
7,643
– – 0.11% 76
2015
Q4 		$326K Hold
7,643
– – 0.12% 76
2015
Q3 		$313K Buy
7,643
+1,838
+32% +$79.6K 0.13% 69
2015
Q2 		$252K Hold
5,805
– – 0.1% 88
2015
Q1 		$254K Hold
5,805
– – 0.1% 85
2014
Q4 		$261K Sell
5,805
-605
-9% -$26K 0.11% 81
2014
Q3 		$268K Sell
6,410
-1,100
-15% -$46.5K 0.12% 79
2014
Q2 		$325K Buy
7,510
+1,155
+18% +$48.2K 0.16% 65
2014
Q1 		$272K Buy
6,355
+2,650
+72% +$109K 0.14% 73
2013
Q4 		$150K Buy
3,705
+800
+28% +$30.7K 0.08% 96
2013
Q3 		$106K Hold
2,905
– – 0.07% 111
2013
Q2 		$105K Buy
+2,905
New +$99.7K 0.07% 105

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

JNBA Financial Advisors's USB Position: Q2 2026 in Review

JNBA Financial Advisors increased its US Bancorp (USB) stake by 1.5% in Q2 2026, buying an estimated $4.15K and bringing the position to 4,877 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #174.

JNBA Financial Advisors first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.12M in Q4 2019. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • JNBA Financial Advisors held 4,877 shares of US Bancorp worth $295K as of Q2 2026.
  • JNBA Financial Advisors bought 74 US Bancorp shares in Q2 2026, an estimated $4.15K.
  • US Bancorp made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • JNBA Financial Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's US Bancorp position peaked at $1.12M in Q4 2019.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.