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Juncture Wealth Strategies’s US Bancorp USB Stock Holding History

Juncture Wealth Strategies’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 		– Sell
-4,090
Closed -$213K – 185
2026
Q1 		$213K Buy
4,090
+50
+1% +$2.75K 0.07% 130
2025
Q4 		$216K Buy
+4,040
New +$199K 0.07% 127

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Juncture Wealth Strategies's USB Position: Q2 2026 in Review

Juncture Wealth Strategies sold out of US Bancorp (USB) in Q2 2026, closing a stake of 4,090 shares — an estimated $213K sold.

Juncture Wealth Strategies first reported a position in USB in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Juncture Wealth Strategies reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,090 US Bancorp shares in Q2 2026, an estimated $213K.
  • Juncture Wealth Strategies first reported a position in US Bancorp in Q4 2025 and held it in 2 quarters.
  • Juncture Wealth Strategies's US Bancorp position peaked at $216K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.