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Marks Group Wealth Management’s US Bancorp USB Stock Holding History

Marks Group Wealth Management’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 		$3.01M Buy
49,865
+7
+0% +$392 0.26% 101
2026
Q1 		$2.59M Sell
49,858
-984
-2% -$54.1K 0.25% 109
2025
Q4 		$2.71M Buy
50,842
+4,063
+9% +$200K 0.26% 110
2025
Q3 		$2.26M Buy
46,779
+464
+1% +$21.9K 0.21% 115
2025
Q2 		$2.1M Sell
46,315
-1,449
-3% -$60.9K 0.19% 119
2025
Q1 		$2.02M Buy
47,764
+222
+0.5% +$10.2K 0.19% 120
2024
Q4 		$2.27M Sell
47,542
-531
-1% -$26.1K 0.22% 109
2024
Q3 		$2.2M Sell
48,073
-433
-0.9% -$19K 0.21% 121
2024
Q2 		$1.93M Sell
48,506
-666
-1% -$27.2K 0.2% 122
2024
Q1 		$2.2M Sell
49,172
-3,152
-6% -$133K 0.23% 114
2023
Q4 		$2.26M Sell
52,324
-5,803
-10% -$212K 0.26% 112
2023
Q3 		$1.92M Buy
58,127
+35,763
+160% +$1.3M 0.24% 122
2023
Q2 		$739K Sell
22,364
-1,348
-6% -$43.6K 0.09% 184
2023
Q1 		$855K Buy
23,712
+2,301
+11% +$102K 0.11% 175
2022
Q4 		$934K Buy
21,411
+12
+0.1% +$514 0.13% 165
2022
Q3 		$863K Buy
21,399
+63
+0.3% +$2.92K 0.13% 164
2022
Q2 		$982K Buy
21,336
+186
+0.9% +$9.29K 0.14% 158
2022
Q1 		$1.12M Sell
21,150
-317
-1% -$18.2K 0.14% 157
2021
Q4 		$1.21M Buy
21,467
+3,808
+22% +$225K 0.15% 151
2021
Q3 		$1.05M Buy
17,659
+13,702
+346% +$780K 0.14% 150
2021
Q2 		$226K Sell
3,957
-103
-3% -$6.04K 0.03% 244
2021
Q1 		$225K Buy
+4,060
New +$203K 0.03% 226
2020
Q1 		– Sell
-5,026
Closed -$298K – 248
2019
Q4 		$298K Buy
+5,026
New +$291K 0.06% 203

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

Marks Group Wealth Management's USB Position: Q2 2026 in Review

Marks Group Wealth Management increased its US Bancorp (USB) stake by 0.01% in Q2 2026, buying an estimated $392 and bringing the position to 49,865 shares worth $3.01M. The position accounts for 0.26% of the portfolio, ranked #101.

Marks Group Wealth Management first reported a position in USB in Q4 2019 and has held it in 23 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Marks Group Wealth Management held 49,865 shares of US Bancorp worth $3.01M as of Q2 2026.
  • Marks Group Wealth Management bought 7 US Bancorp shares in Q2 2026, an estimated $392.
  • US Bancorp made up 0.26% of Marks Group Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Marks Group Wealth Management first reported a position in US Bancorp in Q4 2019 and has held it in 23 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.