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Kestra Investment Management’s US Bancorp USB Stock Holding History

Kestra Investment Management’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 		$3.64M Buy
60,277
+13,331
+28% +$747K 0.07% 95
2026
Q1 		$2.44M Buy
+46,946
New +$2.58M 0.04% 121
2025
Q3 		– Sell
-2,240
Closed -$94.6K – 966
2025
Q2 		$94.6K Hold
2,240
– – ﹤0.01% 514
2025
Q1 		$94.6K Buy
2,240
+1,761
+368% +$81.2K ﹤0.01% 430
2024
Q4 		$22.9K Buy
+479
New +$23.6K ﹤0.01% 692

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Kestra Investment Management's USB Position: Q2 2026 in Review

Kestra Investment Management increased its US Bancorp (USB) stake by 28% in Q2 2026, buying an estimated $747K and bringing the position to 60,277 shares worth $3.64M. The position accounts for 0.07% of the portfolio, ranked #95.

Kestra Investment Management first reported a position in USB in Q4 2024 and has held it in 5 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Kestra Investment Management held 60,277 shares of US Bancorp worth $3.64M as of Q2 2026.
  • Kestra Investment Management bought 13,331 US Bancorp shares in Q2 2026, an estimated $747K.
  • US Bancorp made up 0.07% of Kestra Investment Management's portfolio in Q2 2026, its #95 holding.
  • Kestra Investment Management first reported a position in US Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.