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MBE Wealth Management’s US Bancorp USB Stock Holding History

MBE 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 		$205K Buy
+3,387
New +$190K 0.07% 164
2020
Q2 		– Sell
-724
Closed -$24K – 487
2020
Q1 		$24K Buy
+724
New +$34.9K 0.02% 196

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

MBE Wealth Management's USB Position: Q2 2026 in Review

MBE Wealth Management opened a new position in US Bancorp (USB) in Q2 2026: 3,387 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in USB as recently as Q1 2020.

MBE Wealth Management first reported a position in USB in Q1 2020 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • MBE Wealth Management held 3,387 shares of US Bancorp worth $205K as of Q2 2026.
  • US Bancorp was a new MBE Wealth Management position in Q2 2026.
  • US Bancorp made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #164 holding.
  • MBE Wealth Management first reported a position in US Bancorp in Q1 2020 and has held it in 2 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.