Obermeyer Wealth Partners’s US Bancorp USB Stock Holding History

Obermeyer Wealth Partners’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	$10.4K	Buy	+7,300	New	+$409K	﹤0.01%	302

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

Obermeyer Wealth Partners's USB Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its US Bancorp (USB) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 136,184 shares worth $8.23M. The position accounts for 0.34% of the portfolio, ranked #39.

Obermeyer Wealth Partners first reported a position in USB in Q4 2014 and has held it in 31 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Obermeyer Wealth Partners held 136,184 shares of US Bancorp worth $8.23M as of Q2 2026.
Obermeyer Wealth Partners bought 18,422 US Bancorp shares in Q2 2026, an estimated $1.03M.
US Bancorp made up 0.34% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #39 holding.
Obermeyer Wealth Partners first reported a position in US Bancorp in Q4 2014 and has held it in 31 quarters since.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.