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Marshall Investment Management’s US Bancorp USB Stock Holding History

Marshall Investment 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 		$152K Hold
2,514
– – 0.06% 83
2026
Q1 		$131K Buy
+2,514
New +$138K 0.06% 87
2025
Q2 		– Sell
-3,611
Closed -$152K – 210
2025
Q1 		$152K Hold
3,611
– – 0.09% 80
2024
Q4 		$165K Buy
+3,611
New +$178K 0.1% 73

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

Marshall Investment Management's USB Position: Q2 2026 in Review

Marshall Investment Management held its US Bancorp (USB) position steady in Q2 2026 at 2,514 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #83.

Marshall Investment Management first reported a position in USB in Q4 2024 and has held it in 4 quarters since. The position peaked at $165K in Q4 2024. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Marshall Investment Management held 2,514 shares of US Bancorp worth $152K as of Q2 2026.
  • Marshall Investment Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.06% of Marshall Investment Management's portfolio in Q2 2026, its #83 holding.
  • Marshall Investment Management first reported a position in US Bancorp in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's US Bancorp position peaked at $165K in Q4 2024.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.