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McGlone Suttner Wealth Management’s US Bancorp USB Stock Holding History

McGlone Suttner 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 		$1.12M Buy
18,618
+929
+5% +$52.1K 0.13% 79
2026
Q1 		$920K Buy
17,689
+985
+6% +$54.1K 0.12% 86
2025
Q4 		$891K Buy
16,704
+782
+5% +$38.5K 0.12% 81
2025
Q3 		$770K Buy
15,922
+674
+4% +$31.9K 0.11% 90
2025
Q2 		$690K Buy
15,248
+1,069
+8% +$44.9K 0.1% 94
2025
Q1 		$599K Buy
14,179
+3,838
+37% +$177K 0.1% 95
2024
Q4 		$495K Buy
10,341
+633
+7% +$31.1K 0.08% 104
2024
Q3 		$444K Sell
9,708
-287
-3% -$12.6K 0.09% 109
2024
Q2 		$433K Sell
9,995
-1,022
-9% -$41.7K 0.09% 91
2024
Q1 		$492K Buy
11,017
+1,022
+10% +$43.1K 0.09% 97
2023
Q4 		$433K Buy
9,995
+777
+8% +$28.4K 0.09% 91
2023
Q3 		$305K Buy
9,218
+351
+4% +$12.8K 0.07% 105
2023
Q2 		$293K Buy
8,867
+324
+4% +$10.5K 0.07% 113
2023
Q1 		$308K Buy
8,543
+837
+11% +$37.3K 0.08% 104
2022
Q4 		$336K Buy
+7,706
New +$330K 0.11% 90

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

McGlone Suttner Wealth Management's USB Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its US Bancorp (USB) stake by 5.3% in Q2 2026, buying an estimated $52.1K and bringing the position to 18,618 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #79.

McGlone Suttner Wealth Management first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • McGlone Suttner Wealth Management held 18,618 shares of US Bancorp worth $1.12M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 929 US Bancorp shares in Q2 2026, an estimated $52.1K.
  • US Bancorp made up 0.13% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #79 holding.
  • McGlone Suttner Wealth Management first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.