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OneDigital Investment Advisors’s US Bancorp USB Stock Holding History

OneDigital Investment 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 		$1.15M Sell
18,974
-1,350
-7% -$75.6K 0.01% 685
2026
Q1 		$1.06M Sell
20,324
-2,788
-12% -$153K 0.01% 666
2025
Q4 		$1.23M Sell
23,112
-1,870
-7% -$92K 0.01% 600
2025
Q3 		$1.21M Sell
24,982
-869
-3% -$41.1K 0.01% 590
2025
Q2 		$1.17M Buy
25,851
+356
+1% +$15K 0.01% 584
2025
Q1 		$1.08M Sell
25,495
-6,630
-21% -$306K 0.01% 582
2024
Q4 		$1.54M Sell
32,125
-2,169
-6% -$107K 0.02% 496
2024
Q3 		$1.57M Buy
34,294
+2,232
+7% +$97.9K 0.02% 511
2024
Q2 		$1.27M Buy
32,062
+3,840
+14% +$157K 0.02% 540
2024
Q1 		$1.26M Buy
28,222
+984
+4% +$41.5K 0.02% 439
2023
Q4 		$1.18M Buy
27,238
+2,083
+8% +$76.1K 0.02% 424
2023
Q3 		$832K Sell
25,155
-320
-1% -$11.7K 0.02% 469
2023
Q2 		$842K Sell
25,475
-618
-2% -$20K 0.02% 453
2023
Q1 		$941K Buy
26,093
+1,999
+8% +$89K 0.02% 403
2022
Q4 		$1.05M Buy
24,094
+7,303
+43% +$313K 0.03% 345
2022
Q3 		$677K Buy
16,791
+833
+5% +$38.5K 0.03% 384
2022
Q2 		$734K Buy
15,958
+2,369
+17% +$118K 0.03% 323
2022
Q1 		$722K Buy
13,589
+1,770
+15% +$102K 0.03% 347
2021
Q4 		$664K Sell
11,819
-13,446
-53% -$795K 0.02% 362
2021
Q3 		$1.5M Buy
25,265
+7,131
+39% +$406K 0.06% 193
2021
Q2 		$1.03M Sell
18,134
-1,435
-7% -$84.2K 0.04% 246
2021
Q1 		$1.08M Sell
19,569
-703
-3% -$35.1K 0.05% 230
2020
Q4 		$966K Sell
20,272
-341
-2% -$14.4K 0.05% 236
2020
Q3 		$746K Sell
20,613
-17,916
-47% -$656K 0.05% 235
2020
Q2 		$1.42M Buy
38,529
+1,214
+3% +$43.3K 0.1% 171
2020
Q1 		$1.24M Buy
37,315
+3,489
+10% +$168K 0.11% 170
2019
Q4 		$2.01M Sell
33,826
-1,519
-4% -$87.8K 0.16% 127
2019
Q3 		$1.96M Buy
35,345
+23,340
+194% +$1.26M 0.18% 115
2019
Q2 		$629K Sell
12,005
-4,108
-25% -$212K 0.05% 218
2019
Q1 		$794K Sell
16,113
-621
-4% -$31.1K 0.12% 132
2018
Q4 		$764K Buy
16,734
+5,604
+50% +$288K 0.13% 121
2018
Q3 		$588K Buy
11,130
+911
+9% +$48.3K 0.14% 92
2018
Q2 		$511K Buy
10,219
+47
+0.5% +$2.38K 0.11% 122
2018
Q1 		$514K Buy
10,172
+51
+0.5% +$2.79K 0.11% 121
2017
Q4 		$543K Buy
10,121
+8,785
+658% +$473K 0.06% 118
2017
Q3 		$72K Sell
1,336
-6,000
-82% -$314K 0.03% 295
2017
Q2 		$381K Buy
+7,336
New +$378K 0.11% 139

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

OneDigital Investment Advisors's USB Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its US Bancorp (USB) stake by 6.6% in Q2 2026, selling an estimated $75.6K and leaving 18,974 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #685.

OneDigital Investment Advisors first reported a position in USB in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.01M in Q4 2019. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • OneDigital Investment Advisors held 18,974 shares of US Bancorp worth $1.15M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,350 US Bancorp shares in Q2 2026, an estimated $75.6K.
  • US Bancorp made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #685 holding.
  • OneDigital Investment Advisors first reported a position in US Bancorp in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's US Bancorp position peaked at $2.01M in Q4 2019.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.