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Klingman & Associates’s US Bancorp USB Stock Holding History

Klingman & Associates’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 		$212K Buy
+3,508
New +$197K 0.01% 331
2025
Q4 		– Sell
-4,181
Closed -$202K – 339
2025
Q3 		$202K Buy
+4,181
New +$198K 0.01% 315

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

Klingman & Associates's USB Position: Q2 2026 in Review

Klingman & Associates opened a new position in US Bancorp (USB) in Q2 2026: 3,508 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in USB as recently as Q3 2025.

Klingman & Associates first reported a position in USB in Q3 2025 and has held it in 2 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Klingman & Associates held 3,508 shares of US Bancorp worth $212K as of Q2 2026.
  • US Bancorp was a new Klingman & Associates position in Q2 2026.
  • US Bancorp made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #331 holding.
  • Klingman & Associates first reported a position in US Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.