KF
USB icon

Krilogy Financial’s US Bancorp USB Stock Holding History

Krilogy Financial’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 		$1.1M Sell
18,171
-1,530
-8% -$85.7K 0.03% 365
2026
Q1 		$1.09M Sell
19,701
-2,534
-11% -$139K 0.04% 344
2025
Q4 		$1.24M Buy
22,235
+5,991
+37% +$295K 0.04% 302
2025
Q3 		$759K Buy
+16,244
New +$768K 0.03% 400
2018
Q4 		– Sell
-4,828
Closed -$255K – 645
2018
Q3 		$255K Buy
+4,828
New +$256K 0.06% 120
2018
Q2 		– Sell
-3,874
Closed -$196K – 600
2018
Q1 		$196K Sell
3,874
-714
-16% -$39.1K 0.05% 158
2017
Q4 		$246K Buy
4,588
+268
+6% +$14.4K 0.06% 143
2017
Q3 		$231K Buy
4,320
+141
+3% +$7.38K 0.06% 154
2017
Q2 		$217K Sell
4,179
-84
-2% -$4.33K 0.06% 134
2017
Q1 		$219K Hold
4,263
– – 0.07% 118
2016
Q4 		$219K Buy
4,263
+6
+0.1% +$285 0.07% 118
2016
Q3 		$183K Buy
4,257
+597
+16% +$25.4K 0.06% 134
2016
Q2 		$148K Buy
3,660
+4
+0.1% +$166 0.05% 153
2016
Q1 		$148K Buy
3,656
+700
+24% +$27.9K 0.06% 129
2015
Q4 		$126K Hold
2,956
– – 0.12% 77
2015
Q3 		$121K Buy
+2,956
New +$128K 0.06% 120

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

Krilogy Financial's USB Position: Q2 2026 in Review

Krilogy Financial reduced its US Bancorp (USB) stake by 7.8% in Q2 2026, selling an estimated $85.7K and leaving 18,171 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #365.

Krilogy Financial first reported a position in USB in Q3 2015 and has held it in 16 quarters since. The position peaked at $1.24M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Krilogy Financial held 18,171 shares of US Bancorp worth $1.1M as of Q2 2026.
  • Krilogy Financial sold 1,530 US Bancorp shares in Q2 2026, an estimated $85.7K.
  • US Bancorp made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #365 holding.
  • Krilogy Financial first reported a position in US Bancorp in Q3 2015 and has held it in 16 quarters since.
  • Krilogy Financial's US Bancorp position peaked at $1.24M in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.