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Journey Advisory Group’s US Bancorp USB Stock Holding History

Journey Advisory 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 		$1.97M Sell
32,607
-50
-0.2% -$2.8K 0.15% 123
2026
Q1 		$1.7M Sell
32,657
-1,263
-4% -$69.4K 0.14% 112
2025
Q4 		$1.81M Buy
33,920
+475
+1% +$23.4K 0.15% 120
2025
Q3 		$1.62M Sell
33,445
-858
-3% -$40.6K 0.12% 130
2025
Q2 		$1.55M Sell
34,303
-83
-0.2% -$3.49K 0.12% 140
2025
Q1 		$1.45M Sell
34,386
-633
-2% -$29.2K 0.12% 126
2024
Q4 		$1.39M Hold
35,019
– – 0.17% 92
2024
Q3 		$1.39M Buy
35,019
+1,600
+5% +$70.2K 0.17% 92
2024
Q2 		$1.33M Sell
33,419
-4,049
-11% -$165K 0.16% 93
2024
Q1 		$1.67M Buy
37,468
+13
+0% +$549 0.21% 93
2023
Q4 		$1.62M Sell
37,455
-350
-0.9% -$12.8K 0.22% 90
2023
Q3 		$1.25M Buy
37,805
+700
+2% +$25.5K 0.19% 97
2023
Q2 		$1.23M Sell
37,105
-6,129
-14% -$198K 0.18% 99
2023
Q1 		$1.56M Sell
43,234
-1,864
-4% -$83K 0.24% 95
2022
Q4 		$1.97M Buy
45,098
+1,078
+2% +$46.1K 0.49% 58
2022
Q3 		$1.77M Buy
44,020
+11
+0% +$509 0.45% 60
2022
Q2 		$2.09M Buy
44,009
+11,339
+35% +$566K 0.48% 56
2022
Q1 		$1.74M Buy
32,670
+13,554
+71% +$779K 0.44% 58
2021
Q4 		$1.07M Buy
19,116
+5,829
+44% +$345K 0.3% 77
2021
Q3 		$790K Buy
13,287
+1,057
+9% +$60.2K 0.26% 89
2021
Q2 		$697K Sell
12,230
-498
-4% -$29.2K 0.22% 97
2021
Q1 		$704K Sell
12,728
-35,784
-74% -$1.79M 0.25% 91
2020
Q4 		$2.26M Buy
+48,512
New +$2.05M 0.85% 31

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Journey Advisory Group's USB Position: Q2 2026 in Review

Journey Advisory Group reduced its US Bancorp (USB) stake by 0.15% in Q2 2026, selling an estimated $2.8K and leaving 32,607 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #123.

Journey Advisory Group first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2020. 1,480 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Journey Advisory Group held 32,607 shares of US Bancorp worth $1.97M as of Q2 2026.
  • Journey Advisory Group sold 50 US Bancorp shares in Q2 2026, an estimated $2.8K.
  • US Bancorp made up 0.15% of Journey Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Journey Advisory Group first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's US Bancorp position peaked at $2.26M in Q4 2020.
  • 1,480 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.