KJWM
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Kiley Juergens Wealth Management’s US Bancorp USB Stock Holding History

Kiley Juergens Wealth 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 		$371K Buy
6,144
+4
+0.1% +$224 0.06% 177
2026
Q1 		$319K Buy
+6,140
New +$337K 0.06% 175
2018
Q4 		– Sell
-5,710
Closed -$301K – 611
2018
Q3 		$301K Buy
5,710
+135
+2% +$7.15K 0.22% 74
2018
Q2 		$278K Hold
5,575
– – 0.25% 66
2018
Q1 		$281K Sell
5,575
-14
-0.3% -$766 0.3% 63
2017
Q4 		$299K Buy
+5,589
New +$301K 0.27% 61

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

Kiley Juergens Wealth Management's USB Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its US Bancorp (USB) stake by 0.07% in Q2 2026, buying an estimated $224 and bringing the position to 6,144 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #177.

Kiley Juergens Wealth Management first reported a position in USB in Q4 2017 and has held it in 6 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Kiley Juergens Wealth Management held 6,144 shares of US Bancorp worth $371K as of Q2 2026.
  • Kiley Juergens Wealth Management bought 4 US Bancorp shares in Q2 2026, an estimated $224.
  • US Bancorp made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Kiley Juergens Wealth Management first reported a position in US Bancorp in Q4 2017 and has held it in 6 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.