NRI
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NFP Retirement Inc’s US Bancorp USB Stock Holding History

NFP Retirement Inc’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 		$506K Buy
8,380
+51
+0.6% +$2.86K 0.03% 202
2026
Q1 		$433K Sell
8,329
-378
-4% -$20.8K 0.03% 213
2025
Q4 		$465K Buy
8,707
+673
+8% +$33.1K 0.03% 206
2025
Q3 		$388K Buy
8,034
+71
+0.9% +$3.36K 0.02% 229
2025
Q2 		$360K Buy
7,963
+1,228
+18% +$51.6K 0.02% 235
2025
Q1 		$284K Buy
6,735
+106
+2% +$4.89K 0.02% 233
2024
Q4 		$317K Buy
6,629
+703
+12% +$34.6K 0.03% 232
2024
Q3 		$271K Buy
+5,926
New +$260K 0.02% 243
2024
Q2 		– Sell
-4,665
Closed -$209K – 291
2024
Q1 		$209K Sell
4,665
-33
-0.7% -$1.39K 0.02% 263
2023
Q4 		$203K Buy
+4,698
New +$172K 0.03% 231
2023
Q1 		– Sell
-4,615
Closed -$201K – 254
2022
Q4 		$201K Sell
4,615
-2,376
-34% -$102K 0.04% 227
2022
Q3 		$282K Sell
6,991
-3,492
-33% -$162K 0.07% 189
2022
Q2 		$482K Hold
10,483
– – 0.12% 136
2022
Q1 		$557K Buy
10,483
+608
+6% +$34.9K 0.13% 124
2021
Q4 		$555K Buy
9,875
+661
+7% +$39.1K 0.2% 77
2021
Q3 		$548K Buy
9,214
+2,868
+45% +$163K 0.22% 76
2021
Q2 		$362K Sell
6,346
-50
-0.8% -$2.93K 0.14% 97
2021
Q1 		$354K Buy
6,396
+100
+2% +$4.99K 0.15% 92
2020
Q4 		$293K Buy
+6,296
New +$266K 0.18% 92
2020
Q1 		– Sell
-4,061
Closed -$240K – 90
2019
Q4 		$240K Buy
+4,061
New +$235K 0.22% 79

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

NFP Retirement Inc's USB Position: Q2 2026 in Review

NFP Retirement Inc increased its US Bancorp (USB) stake by 0.61% in Q2 2026, buying an estimated $2.86K and bringing the position to 8,380 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #202.

NFP Retirement Inc first reported a position in USB in Q4 2019 and has held it in 20 quarters since. The position peaked at $557K in Q1 2022. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • NFP Retirement Inc held 8,380 shares of US Bancorp worth $506K as of Q2 2026.
  • NFP Retirement Inc bought 51 US Bancorp shares in Q2 2026, an estimated $2.86K.
  • US Bancorp made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #202 holding.
  • NFP Retirement Inc first reported a position in US Bancorp in Q4 2019 and has held it in 20 quarters since.
  • NFP Retirement Inc's US Bancorp position peaked at $557K in Q1 2022.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.