KFI
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Key Financial Inc’s US Bancorp USB Stock Holding History

Key Financial Inc’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 		$110K Hold
1,828
– – 0.02% 401
2026
Q1 		$95.1K Sell
1,828
-130
-7% -$7.14K 0.02% 412
2025
Q4 		$104K Buy
1,958
+108
+6% +$5.31K 0.02% 386
2025
Q3 		$88.6K Buy
1,850
+15
+0.8% +$709 0.02% 415
2025
Q2 		$83K Hold
1,835
– – 0.02% 408
2025
Q1 		$77.5K Hold
1,835
– – 0.02% 401
2024
Q4 		$87.8K Hold
1,835
– – 0.02% 384
2024
Q3 		$83.9K Buy
1,835
+7
+0.4% +$307 0.02% 379
2024
Q2 		$72.6K Hold
1,828
– – 0.02% 397
2024
Q1 		$81.7K Hold
1,828
– – 0.02% 357
2023
Q4 		$79.1K Sell
1,828
-81
-4% -$2.96K 0.02% 347
2023
Q3 		$63.1K Hold
1,909
– – 0.02% 364
2023
Q2 		$63.1K Hold
1,909
– – 0.02% 370
2023
Q1 		$68.8K Hold
1,909
– – 0.03% 345
2022
Q4 		$77K Hold
1,909
– – 0.04% 294
2022
Q3 		$77K Buy
1,909
+81
+4% +$3.75K 0.04% 298
2022
Q2 		$85K Hold
1,828
– – 0.05% 270
2022
Q1 		$97K Hold
1,828
– – 0.05% 257
2021
Q4 		$103K Hold
1,828
– – 0.05% 231
2021
Q3 		$109K Buy
1,828
+50
+3% +$2.85K 0.06% 211
2021
Q2 		$99K Buy
1,778
+1,647
+1,257% +$96.6K 0.06% 232
2021
Q1 		$7K Buy
131
+59
+82% +$2.95K ﹤0.01% 553
2020
Q4 		$3K Buy
+72
New +$3.05K ﹤0.01% 624
2020
Q2 		– Sell
-72
Closed -$3K – 600
2020
Q1 		$3K Buy
+72
New +$3.47K ﹤0.01% 579

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

Key Financial Inc's USB Position: Q2 2026 in Review

Key Financial Inc held its US Bancorp (USB) position steady in Q2 2026 at 1,828 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #401.

Key Financial Inc first reported a position in USB in Q1 2020 and has held it in 24 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Key Financial Inc held 1,828 shares of US Bancorp worth $110K as of Q2 2026.
  • Key Financial Inc left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #401 holding.
  • Key Financial Inc first reported a position in US Bancorp in Q1 2020 and has held it in 24 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.