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Mission Wealth Management’s US Bancorp USB Stock Holding History

Mission 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 		$1.99M Buy
32,872
+9,448
+40% +$529K 0.02% 312
2026
Q1 		$1.22M Buy
23,424
+398
+2% +$21.9K 0.03% 294
2025
Q4 		$1.23M Buy
23,026
+135
+0.6% +$6.64K 0.02% 293
2025
Q3 		$1.11M Sell
22,891
-8
-0% -$378 0.02% 313
2025
Q2 		$1.04M Buy
22,899
+4,386
+24% +$184K 0.02% 323
2025
Q1 		$782K Sell
18,513
-10,572
-36% -$488K 0.02% 356
2024
Q4 		$1.39M Buy
29,085
+9,719
+50% +$478K 0.03% 226
2024
Q3 		$886K Buy
19,366
+91
+0.5% +$3.99K 0.02% 319
2024
Q2 		$765K Buy
19,275
+1,002
+5% +$40.9K 0.02% 327
2024
Q1 		$817K Buy
18,273
+12,197
+201% +$515K 0.02% 334
2023
Q4 		$263K Buy
+6,076
New +$222K 0.01% 498
2023
Q3 		– Sell
-6,121
Closed -$202K – 577
2023
Q2 		$202K Sell
6,121
-64
-1% -$2.07K 0.01% 522
2023
Q1 		$223K Sell
6,185
-287
-4% -$12.8K 0.01% 487
2022
Q4 		$282K Sell
6,472
-980
-13% -$41.9K 0.01% 434
2022
Q3 		$300K Sell
7,452
-1,320
-15% -$61.1K 0.02% 396
2022
Q2 		$404K Buy
8,772
+3,741
+74% +$187K 0.02% 346
2022
Q1 		$267K Sell
5,031
-1,088
-18% -$62.5K 0.01% 447
2021
Q4 		$344K Buy
6,119
+170
+3% +$10.1K 0.02% 403
2021
Q3 		$354K Sell
5,949
-2,211
-27% -$126K 0.02% 373
2021
Q2 		$465K Sell
8,160
-290
-3% -$17K 0.02% 299
2021
Q1 		$467K Sell
8,450
-138
-2% -$6.89K 0.03% 269
2020
Q4 		$400K Sell
8,588
-1,023
-11% -$43.3K 0.03% 285
2020
Q3 		$345K Sell
9,611
-28
-0.3% -$1.02K 0.03% 253
2020
Q2 		$355K Buy
+9,639
New +$343K 0.03% 226
2020
Q1 		– Sell
-4,741
Closed -$281K – 347
2019
Q4 		$281K Buy
4,741
+114
+2% +$6.59K 0.03% 265
2019
Q3 		$256K Buy
4,627
+3
+0.1% +$162 0.03% 265
2019
Q2 		$242K Buy
+4,624
New +$238K 0.03% 269

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Mission Wealth Management increased its US Bancorp (USB) stake by 40% in Q2 2026, buying an estimated $529K and bringing the position to 32,872 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #312.

Mission Wealth Management first reported a position in USB in Q2 2019 and has held it in 27 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Mission Wealth Management held 32,872 shares of US Bancorp worth $1.99M as of Q2 2026.
  • Mission Wealth Management bought 9,448 US Bancorp shares in Q2 2026, an estimated $529K.
  • US Bancorp made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Mission Wealth Management first reported a position in US Bancorp in Q2 2019 and has held it in 27 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.