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Net Worth Advisory Group’s US Bancorp USB Stock Holding History

Net Worth Advisory 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 		$336K Sell
5,559
-3,208
-37% -$180K 0.08% 253
2026
Q1 		$456K Buy
8,767
+2,078
+31% +$114K 0.09% 214
2025
Q4 		$357K Buy
6,689
+7
+0.1% +$344 0.07% 268
2025
Q3 		$323K Buy
+6,682
New +$316K 0.09% 257
2025
Q1 		– Sell
-4,222
Closed -$202K – 416
2024
Q4 		$202K Buy
+4,222
New +$208K 0.06% 361

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

Net Worth Advisory Group's USB Position: Q2 2026 in Review

Net Worth Advisory Group reduced its US Bancorp (USB) stake by 37% in Q2 2026, selling an estimated $180K and leaving 5,559 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #253.

Net Worth Advisory Group first reported a position in USB in Q4 2024 and has held it in 5 quarters since. The position peaked at $456K in Q1 2026. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Net Worth Advisory Group held 5,559 shares of US Bancorp worth $336K as of Q2 2026.
  • Net Worth Advisory Group sold 3,208 US Bancorp shares in Q2 2026, an estimated $180K.
  • US Bancorp made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #253 holding.
  • Net Worth Advisory Group first reported a position in US Bancorp in Q4 2024 and has held it in 5 quarters since.
  • Net Worth Advisory Group's US Bancorp position peaked at $456K in Q1 2026.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.