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Madison Wealth Partners’s US Bancorp USB Stock Holding History

Madison Wealth Partners’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 		$326K Sell
5,399
-430
-7% -$24.1K 0.04% 198
2026
Q1 		$303K Buy
5,829
+659
+13% +$36.2K 0.05% 159
2025
Q4 		$276K Buy
5,170
+71
+1% +$3.49K 0.05% 155
2025
Q3 		$246K Buy
5,099
+9
+0.2% +$426 0.05% 150
2025
Q2 		$230K Sell
5,090
-500
-9% -$21K 0.05% 152
2025
Q1 		$236K Buy
5,590
+13
+0.2% +$600 0.06% 136
2024
Q4 		$267K Buy
5,577
+29
+0.5% +$1.43K 0.07% 126
2024
Q3 		$254K Buy
+5,548
New +$243K 0.08% 131
2024
Q2 		– Sell
-4,707
Closed -$210K – 132
2024
Q1 		$210K Buy
4,707
+5
+0.1% +$211 0.08% 121
2023
Q4 		$203K Buy
+4,702
New +$172K 0.08% 115

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 $3.38T AUM 44.17% 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

Madison Wealth Partners's USB Position: Q2 2026 in Review

Madison Wealth Partners reduced its US Bancorp (USB) stake by 7.4% in Q2 2026, selling an estimated $24.1K and leaving 5,399 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #198.

Madison Wealth Partners first reported a position in USB in Q4 2023 and has held it in 10 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Madison Wealth Partners held 5,399 shares of US Bancorp worth $326K as of Q2 2026.
  • Madison Wealth Partners sold 430 US Bancorp shares in Q2 2026, an estimated $24.1K.
  • US Bancorp made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Madison Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.