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Oakmont Advisory Group’s US Bancorp USB Stock Holding History

Oakmont 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 		$10.1K Buy
+166
New +$9.3K 0.01% 317
2026
Q1 		– Sell
-6,379
Closed -$340K – 129
2025
Q4 		$340K Buy
+6,379
New +$314K 0.36% 74

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

Oakmont Advisory Group's USB Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in US Bancorp (USB) in Q2 2026: 166 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Oakmont Advisory Group previously reported a position in USB as recently as Q4 2025.

Oakmont Advisory Group first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $340K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Oakmont Advisory Group held 166 shares of US Bancorp worth $10.1K as of Q2 2026.
  • US Bancorp was a new Oakmont Advisory Group position in Q2 2026.
  • US Bancorp made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #317 holding.
  • Oakmont Advisory Group first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Oakmont Advisory Group's US Bancorp position peaked at $340K in Q4 2025.
  • 2,048 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.