Moss Adams Wealth Advisors’s US Bancorp USB Stock Holding History

Moss Adams Wealth Advisors’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	$675K	Buy	11,087 +7,026	+173%	+$394K	0.04%	125
2026 Q1	$213K	Buy	+4,061	New	+$223K	0.02%	257
2025 Q3	–	Sell	-7,122	Closed	-$326K	–	278
2025 Q2	$326K	Sell	7,122 -2,150	-23%	-$90.4K	0.03%	186
2025 Q1	$396K	Buy	9,272 +628	+7%	+$29K	0.04%	134
2024 Q4	$418K	Buy	8,644 +124	+1%	+$6.1K	0.04%	118
2024 Q3	$394K	Buy	8,520 +649	+8%	+$28.5K	0.04%	121
2024 Q2	$316K	Buy	7,871 +431	+6%	+$17.6K	0.04%	114
2024 Q1	$336K	Buy	7,440 +925	+14%	+$39K	0.05%	100
2023 Q4	$285K	Buy	+6,515	New	+$238K	0.06%	90

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moss Adams Wealth Advisors's USB Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its US Bancorp (USB) stake by 173% in Q2 2026, buying an estimated $394K and bringing the position to 11,087 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #125.

Moss Adams Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 9 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Moss Adams Wealth Advisors held 11,087 shares of US Bancorp worth $675K as of Q2 2026.
Moss Adams Wealth Advisors bought 7,026 US Bancorp shares in Q2 2026, an estimated $394K.
US Bancorp made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Moss Adams Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 9 quarters since.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.