Nadler Financial Group’s US Bancorp USB Stock Holding History

Nadler 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	$248K	Buy	+4,104	New	+$230K	0.02%	126
2022 Q1	–	Sell	-3,794	Closed	-$213K	–	139
2021 Q4	$213K	Hold	3,794	–	–	0.03%	124
2021 Q3	$226K	Hold	3,794	–	–	0.04%	113
2021 Q2	$216K	Hold	3,794	–	–	0.04%	124
2021 Q1	$210K	Buy	+3,794	New	+$189K	0.04%	121
2020 Q1	–	Sell	-3,794	Closed	-$225K	–	105
2019 Q4	$225K	Hold	3,794	–	–	0.06%	89
2019 Q3	$210K	Buy	+3,794	New	+$205K	0.06%	80
2018 Q4	–	Sell	-3,794	Closed	-$200K	–	88
2018 Q3	$200K	Sell	3,794 -250	-6%	-$13.2K	0.05%	85
2018 Q2	$202K	Buy	+4,044	New	+$205K	0.06%	81
2018 Q1	–	Sell	-4,044	Closed	-$217K	–	88
2017 Q4	$217K	Hold	4,044	–	–	0.07%	81
2017 Q3	$217K	Buy	+4,044	New	+$212K	0.07%	72
2013 Q3	–	Sell	-7,850	Closed	-$284K	–	87
2013 Q2	$284K	Buy	+7,850	New	+$269K	0.2%	63

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

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

Nadler Financial Group opened a new position in US Bancorp (USB) in Q2 2026: 4,104 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Nadler Financial Group previously reported a position in USB as recently as Q4 2021.

Nadler Financial Group first reported a position in USB in Q2 2013 and has held it in 12 quarters since. The position peaked at $284K in Q2 2013. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Nadler Financial Group held 4,104 shares of US Bancorp worth $248K as of Q2 2026.
US Bancorp was a new Nadler Financial Group position in Q2 2026.
US Bancorp made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #126 holding.
Nadler Financial Group first reported a position in US Bancorp in Q2 2013 and has held it in 12 quarters since.
Nadler Financial Group's US Bancorp position peaked at $284K in Q2 2013.
2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.