KPP Advisory Services’s US Bancorp USB Stock Holding History

KPP Advisory Services’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	$2.09M	Buy	34,567 +444	+1%	+$24.9K	0.26%	89
2026 Q1	$1.77M	Sell	34,123 -1,987	-6%	-$109K	0.26%	89
2025 Q4	$1.93M	Sell	36,110 -6,499	-15%	-$320K	0.28%	81
2025 Q3	$2.06M	Sell	42,609 -2,801	-6%	-$132K	0.3%	75
2025 Q2	$2.05M	Buy	45,410 +4,276	+10%	+$180K	0.34%	65
2025 Q1	$1.74M	Sell	41,134 -1,980	-5%	-$91.4K	0.33%	76
2024 Q4	$2.06M	Sell	43,114 -641	-1%	-$31.5K	0.49%	53
2024 Q3	$2M	Sell	43,755 -164	-0.4%	-$7.19K	0.48%	57
2024 Q2	$1.74M	Sell	43,919 -2,667	-6%	-$109K	0.46%	53
2024 Q1	$2.08M	Buy	46,586 +311	+0.7%	+$13.1K	0.57%	45
2023 Q4	$2M	Buy	46,275 +69	+0.1%	+$2.52K	1.76%	9
2023 Q3	$1.53M	Buy	+46,206	New	+$1.68M	0.5%	50

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KPP Advisory Services's USB Position: Q2 2026 in Review

KPP Advisory Services increased its US Bancorp (USB) stake by 1.3% in Q2 2026, buying an estimated $24.9K and bringing the position to 34,567 shares worth $2.09M. The position accounts for 0.26% of the portfolio, ranked #89.

KPP Advisory Services first reported a position in USB in Q3 2023 and has held it in 12 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

KPP Advisory Services held 34,567 shares of US Bancorp worth $2.09M as of Q2 2026.
KPP Advisory Services bought 444 US Bancorp shares in Q2 2026, an estimated $24.9K.
US Bancorp made up 0.26% of KPP Advisory Services's portfolio in Q2 2026, its #89 holding.
KPP Advisory Services first reported a position in US Bancorp in Q3 2023 and has held it in 12 quarters since.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.