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 Q3	$544K	Buy	9,425 +3,281	+53%	+$205K	0.08%	139
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Kiley Juergens Wealth Management's USB Position: Q3 2026 in Review

Kiley Juergens Wealth Management increased its US Bancorp (USB) stake by 53% in Q3 2026, buying an estimated $205K and bringing the position to 9,425 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #139.

Kiley Juergens Wealth Management first reported a position in USB in Q4 2017 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Kiley Juergens Wealth Management held 9,425 shares of US Bancorp worth $544K as of Q3 2026.
Kiley Juergens Wealth Management bought 3,281 US Bancorp shares in Q3 2026, an estimated $205K.
US Bancorp made up 0.08% of Kiley Juergens Wealth Management's portfolio in Q3 2026, its #139 holding.
Kiley Juergens Wealth Management first reported a position in US Bancorp in Q4 2017 and has held it in 7 quarters since.
1,714 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.