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Merit Financial Group’s US Bancorp USB Stock Holding History

Merit Financial 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 		$4.6M Sell
76,242
-401
-0.5% -$22.5K 0.03% 459
2026
Q1 		$3.99M Buy
76,643
+7,529
+11% +$414K 0.03% 454
2025
Q4 		$3.69M Buy
69,114
+15,941
+30% +$784K 0.03% 440
2025
Q3 		$2.57M Sell
53,173
-2,520
-5% -$119K 0.02% 480
2025
Q2 		$2.52M Buy
55,693
+22,246
+67% +$935K 0.03% 443
2025
Q1 		$1.41M Sell
33,447
-1,434
-4% -$66.2K 0.02% 536
2024
Q4 		$1.67M Buy
34,881
+22,367
+179% +$1.1M 0.03% 390
2024
Q3 		$572K Sell
12,514
-12,194
-49% -$535K 0.01% 532
2024
Q2 		$981K Sell
24,708
-3,848
-13% -$157K 0.02% 416
2024
Q1 		$1.18M Buy
28,556
+6,245
+28% +$264K 0.03% 359
2023
Q4 		$966K Buy
22,311
+3,504
+19% +$128K 0.03% 323
2023
Q3 		$622K Sell
18,807
-2,706
-13% -$98.6K 0.02% 406
2023
Q2 		$711K Buy
21,513
+2,755
+15% +$89K 0.02% 388
2023
Q1 		$676K Sell
18,758
-6,339
-25% -$282K 0.02% 340
2022
Q4 		$1.09M Buy
+25,097
New +$1.07M 0.04% 284

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

Merit Financial Group's USB Position: Q2 2026 in Review

Merit Financial Group reduced its US Bancorp (USB) stake by 0.52% in Q2 2026, selling an estimated $22.5K and leaving 76,242 shares worth $4.6M. The position accounts for 0.03% of the portfolio, ranked #459.

Merit Financial Group first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Merit Financial Group held 76,242 shares of US Bancorp worth $4.6M as of Q2 2026.
  • Merit Financial Group sold 401 US Bancorp shares in Q2 2026, an estimated $22.5K.
  • US Bancorp made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #459 holding.
  • Merit Financial Group first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.