MWA
USB icon

Medallion Wealth Advisors’s US Bancorp USB Stock Holding History

Medallion Wealth Advisors’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 		$69K Sell
1,141
-5
-0.4% -$280 0.02% 405
2026
Q1 		$59.6K Sell
1,146
-1,406
-55% -$77.3K 0.02% 446
2025
Q4 		$136K Buy
2,552
+14
+0.6% +$689 0.05% 301
2025
Q3 		$123K Sell
2,538
-1
-0% -$47 0.04% 317
2025
Q2 		$118K Buy
2,539
+16
+0.6% +$673 0.05% 324
2025
Q1 		$106K Buy
2,523
+630
+33% +$29.1K 0.05% 299
2024
Q4 		$88.7K Buy
+1,893
New +$93.1K 0.04% 322

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

Medallion Wealth Advisors's USB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its US Bancorp (USB) stake by 0.44% in Q2 2026, selling an estimated $280 and leaving 1,141 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #405.

Medallion Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Medallion Wealth Advisors held 1,141 shares of US Bancorp worth $69K as of Q2 2026.
  • Medallion Wealth Advisors sold 5 US Bancorp shares in Q2 2026, an estimated $280.
  • US Bancorp made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • Medallion Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's US Bancorp position peaked at $136K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.