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New Age Alpha Advisors’s US Bancorp USB Stock Holding History

New Age Alpha 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 		$3.34M Buy
55,362
+547
+1% +$30.6K 0.14% 191
2026
Q1 		$2.85M Sell
54,815
-1,758
-3% -$96.6K 0.13% 227
2025
Q4 		$3.02M Sell
56,573
-13,353
-19% -$657K 0.13% 242
2025
Q3 		$3.38M Sell
69,926
-912
-1% -$43.1K 0.14% 199
2025
Q2 		$3.21M Buy
70,838
+13,759
+24% +$579K 0.14% 215
2025
Q1 		$2.41M Buy
57,079
+6,278
+12% +$290K 0.11% 278
2024
Q4 		$2.43M Buy
+50,801
New +$2.5M 0.1% 283

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

New Age Alpha Advisors's USB Position: Q2 2026 in Review

New Age Alpha Advisors increased its US Bancorp (USB) stake by 1% in Q2 2026, buying an estimated $30.6K and bringing the position to 55,362 shares worth $3.34M. The position accounts for 0.14% of the portfolio, ranked #191.

New Age Alpha Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q3 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • New Age Alpha Advisors held 55,362 shares of US Bancorp worth $3.34M as of Q2 2026.
  • New Age Alpha Advisors bought 547 US Bancorp shares in Q2 2026, an estimated $30.6K.
  • US Bancorp made up 0.14% of New Age Alpha Advisors's portfolio in Q2 2026, its #191 holding.
  • New Age Alpha Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's US Bancorp position peaked at $3.38M in Q3 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.