Measured Wealth Private Client Group’s US Bancorp USB Stock Holding History

Measured Wealth Private Client Group’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	$5.92K	Sell	98 -200	-67%	-$11.2K	﹤0.01%	609
2026 Q1	$15.5K	Hold	298	–	–	﹤0.01%	525
2025 Q4	$15.9K	Sell	298 -22	-7%	-$1.08K	﹤0.01%	516
2025 Q3	$15.5K	Buy	+320	New	+$15.1K	﹤0.01%	511
2021 Q4	–	Sell	-3,517	Closed	-$209K	–	167
2021 Q3	$209K	Sell	3,517 -33	-0.9%	-$1.88K	0.08%	153
2021 Q2	$202K	Buy	+3,550	New	+$208K	0.06%	168
2019 Q3	–	Sell	-4,750	Closed	-$249K	–	201
2019 Q2	$249K	Sell	4,750 -110	-2%	-$5.67K	0.14%	153
2019 Q1	$234K	Buy	+4,860	New	+$244K	0.14%	156

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Measured Wealth Private Client Group's USB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its US Bancorp (USB) stake by 67% in Q2 2026, selling an estimated $11.2K and leaving 98 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Measured Wealth Private Client Group first reported a position in USB in Q1 2019 and has held it in 8 quarters since. The position peaked at $249K in Q2 2019. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Measured Wealth Private Client Group held 98 shares of US Bancorp worth $5.92K as of Q2 2026.
Measured Wealth Private Client Group sold 200 US Bancorp shares in Q2 2026, an estimated $11.2K.
US Bancorp made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #609 holding.
Measured Wealth Private Client Group first reported a position in US Bancorp in Q1 2019 and has held it in 8 quarters since.
Measured Wealth Private Client Group's US Bancorp position peaked at $249K in Q2 2019.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.