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Morton Brown Family Wealth’s US Bancorp USB Stock Holding History

Morton Brown Family Wealth’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 		$20.8K Buy
344
+3
+0.9% +$168 ﹤0.01% 159
2026
Q1 		$17.7K Buy
341
+4
+1% +$220 ﹤0.01% 163
2025
Q4 		$18K Buy
337
+3
+0.9% +$148 ﹤0.01% 157
2025
Q3 		$16.1K Buy
334
+4
+1% +$189 ﹤0.01% 151
2025
Q2 		$14.9K Buy
330
+4
+1% +$168 ﹤0.01% 167
2025
Q1 		$13.8K Buy
326
+3
+0.9% +$138 ﹤0.01% 171
2024
Q4 		$15.4K Sell
323
-71
-18% -$3.49K 0.01% 150
2024
Q3 		$18K Buy
394
+75
+24% +$3.29K 0.01% 139
2024
Q2 		$14.2K Buy
319
+7
+2% +$285 0.01% 144
2024
Q1 		$14K Buy
312
+4
+1% +$169 0.01% 138
2023
Q4 		$13.3K Buy
+308
New +$11.3K 0.01% 167
2022
Q4 		– Sell
-84
Closed -$3K – 221
2022
Q3 		$3K Buy
+84
New +$3.89K ﹤0.01% 164

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

Morton Brown Family Wealth's USB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its US Bancorp (USB) stake by 0.88% in Q2 2026, buying an estimated $168 and bringing the position to 344 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Morton Brown Family Wealth first reported a position in USB in Q3 2022 and has held it in 12 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Morton Brown Family Wealth held 344 shares of US Bancorp worth $20.8K as of Q2 2026.
  • Morton Brown Family Wealth bought 3 US Bancorp shares in Q2 2026, an estimated $168.
  • US Bancorp made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #159 holding.
  • Morton Brown Family Wealth first reported a position in US Bancorp in Q3 2022 and has held it in 12 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.