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Mosaic Family Wealth Partners’s US Bancorp USB Stock Holding History

Mosaic Family Wealth Partners’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 		$493K Buy
8,170
+446
+6% +$25K 0.03% 289
2026
Q1 		$402K Sell
7,724
-85
-1% -$4.67K 0.04% 196
2025
Q4 		$417K Buy
7,809
+5
+0.1% +$246 0.05% 163
2025
Q3 		$382K Buy
7,804
+164
+2% +$7.76K 0.04% 162
2025
Q2 		$346K Buy
7,640
+84
+1% +$3.53K 0.04% 163
2025
Q1 		$319K Sell
7,556
-139
-2% -$6.41K 0.05% 162
2024
Q4 		$368K Sell
7,695
-187
-2% -$9.2K 0.05% 149
2024
Q3 		$360K Sell
7,882
-11,204
-59% -$491K 0.05% 144
2024
Q2 		$758K Sell
19,086
-401
-2% -$16.4K 0.12% 89
2024
Q1 		$871K Buy
19,487
+264
+1% +$11.1K 0.14% 84
2023
Q4 		$832K Buy
19,223
+265
+1% +$9.69K 0.14% 84
2023
Q3 		$627K Hold
18,958
– – 0.13% 90
2023
Q2 		$626K Sell
18,958
-5
-0% -$162 0.12% 92
2023
Q1 		$684K Buy
18,963
+5
+0% +$223 0.14% 87
2022
Q4 		$827K Buy
+18,958
New +$811K 0.23% 67

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

Mosaic Family Wealth Partners's USB Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its US Bancorp (USB) stake by 5.8% in Q2 2026, buying an estimated $25K and bringing the position to 8,170 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #289.

Mosaic Family Wealth Partners first reported a position in USB in Q4 2022 and has held it in 15 quarters since. The position peaked at $871K in Q1 2024. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Mosaic Family Wealth Partners held 8,170 shares of US Bancorp worth $493K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 446 US Bancorp shares in Q2 2026, an estimated $25K.
  • US Bancorp made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Mosaic Family Wealth Partners first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's US Bancorp position peaked at $871K in Q1 2024.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.