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Meridian Wealth Management’s US Bancorp USB Stock Holding History

Meridian 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 		$577K Sell
9,553
-1,361
-12% -$76.3K 0.02% 511
2026
Q1 		$568K Buy
10,914
+305
+3% +$16.8K 0.02% 488
2025
Q4 		$566K Buy
10,609
+59
+0.6% +$2.9K 0.02% 474
2025
Q3 		$510K Buy
10,550
+282
+3% +$13.3K 0.02% 471
2025
Q2 		$465K Buy
10,268
+309
+3% +$13K 0.02% 460
2025
Q1 		$420K Buy
9,959
+83
+0.8% +$3.83K 0.02% 446
2024
Q4 		$472K Buy
9,876
+187
+2% +$9.2K 0.02% 422
2024
Q3 		$443K Buy
+9,689
New +$425K 0.02% 432
2024
Q1 		– Sell
-10,884
Closed -$471K – 531
2023
Q4 		$471K Buy
10,884
+536
+5% +$19.6K 0.03% 394
2023
Q3 		$342K Buy
10,348
+222
+2% +$8.09K 0.02% 432
2023
Q2 		$335K Buy
10,126
+71
+0.7% +$2.29K 0.03% 407
2023
Q1 		$362K Buy
10,055
+124
+1% +$5.52K 0.03% 381
2022
Q4 		$433K Buy
9,931
+1,229
+14% +$52.6K 0.04% 335
2022
Q3 		$351K Sell
8,702
-2,457
-22% -$114K 0.04% 334
2022
Q2 		$514K Buy
11,159
+2,650
+31% +$132K 0.04% 342
2022
Q1 		$452K Sell
8,509
-5
-0.1% -$287 0.05% 253
2021
Q4 		$478K Buy
8,514
+21
+0.2% +$1.24K 0.05% 249
2021
Q3 		$505K Buy
8,493
+22
+0.3% +$1.25K 0.06% 225
2021
Q2 		$483K Sell
8,471
-25
-0.3% -$1.47K 0.06% 236
2021
Q1 		$470K Buy
8,496
+97
+1% +$4.84K 0.07% 217
2020
Q4 		$391K Buy
+8,399
New +$355K 0.06% 228
2019
Q3 		– Sell
-1,363
Closed -$714 – 478
2019
Q2 		$714 Buy
+1,363
New +$70.2K 0.03% 319
2018
Q1 		– Sell
-8,011
Closed -$430K – 202
2017
Q4 		$430K Buy
8,011
+2
+0% +$108 0.27% 95
2017
Q3 		$429K Buy
8,009
+3
+0% +$157 0.27% 91
2017
Q2 		$416K Buy
8,006
+828
+12% +$42.6K 0.26% 90
2017
Q1 		$370K Buy
7,178
+2
+0% +$107 0.22% 104
2016
Q4 		$369K Buy
+7,176
New +$341K 0.29% 77

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Meridian Wealth Management reduced its US Bancorp (USB) stake by 12% in Q2 2026, selling an estimated $76.3K and leaving 9,553 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #511.

Meridian Wealth Management first reported a position in USB in Q4 2016 and has held it in 27 quarters since. 1,283 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Meridian Wealth Management held 9,553 shares of US Bancorp worth $577K as of Q2 2026.
  • Meridian Wealth Management sold 1,361 US Bancorp shares in Q2 2026, an estimated $76.3K.
  • US Bancorp made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Meridian Wealth Management first reported a position in US Bancorp in Q4 2016 and has held it in 27 quarters since.
  • 1,283 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.