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Kingswood Wealth Advisors’s US Bancorp USB Stock Holding History

Kingswood Wealth Advisors’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 		$856K Buy
14,171
+177
+1% +$9.92K 0.03% 445
2026
Q1 		$728K Sell
13,994
-366
-3% -$20.1K 0.03% 448
2025
Q4 		$766K Buy
14,360
+2,090
+17% +$103K 0.04% 407
2025
Q3 		$593K Sell
12,270
-36
-0.3% -$1.7K 0.04% 440
2025
Q2 		$557K Buy
12,306
+1,811
+17% +$76.1K 0.04% 384
2025
Q1 		$443K Buy
10,495
+350
+3% +$16.1K 0.04% 425
2024
Q4 		$485K Sell
10,145
-2,164
-18% -$106K 0.04% 447
2024
Q3 		$563K Buy
12,309
+641
+5% +$28.1K 0.04% 428
2024
Q2 		$463K Buy
11,668
+4,193
+56% +$171K 0.04% 410
2024
Q1 		$334K Sell
7,475
-333
-4% -$14.1K 0.04% 449
2023
Q4 		$338K Buy
+7,808
New +$285K 0.04% 437

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

Kingswood Wealth Advisors's USB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its US Bancorp (USB) stake by 1.3% in Q2 2026, buying an estimated $9.92K and bringing the position to 14,171 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #445.

Kingswood Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Kingswood Wealth Advisors held 14,171 shares of US Bancorp worth $856K as of Q2 2026.
  • Kingswood Wealth Advisors bought 177 US Bancorp shares in Q2 2026, an estimated $9.92K.
  • US Bancorp made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • Kingswood Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.