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Paulson Wealth Management’s US Bancorp USB Stock Holding History

Paulson Wealth Management’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 		$507K Buy
8,392
+229
+3% +$12.8K 0.11% 80
2026
Q1 		$425K Sell
8,163
-617
-7% -$33.9K 0.1% 86
2025
Q4 		$469K Buy
8,780
+173
+2% +$8.51K 0.11% 87
2025
Q3 		$416K Sell
8,607
-773
-8% -$36.6K 0.1% 92
2025
Q2 		$424K Buy
9,380
+469
+5% +$19.7K 0.11% 93
2025
Q1 		$376K Buy
8,911
+87
+1% +$4.01K 0.11% 90
2024
Q4 		$422K Sell
8,824
-225
-2% -$11.1K 0.12% 87
2024
Q3 		$414K Sell
9,049
-203
-2% -$8.9K 0.11% 95
2024
Q2 		$367K Buy
9,252
+159
+2% +$6.48K 0.11% 100
2024
Q1 		$406K Sell
9,093
-34
-0.4% -$1.44K 0.12% 92
2023
Q4 		$395K Sell
9,127
-757
-8% -$27.7K 0.13% 89
2023
Q3 		$327K Sell
9,884
-265
-3% -$9.65K 0.11% 95
2023
Q2 		$335K Buy
10,149
+2,515
+33% +$81.3K 0.11% 92
2023
Q1 		$275K Buy
7,634
+741
+11% +$33K 0.12% 74
2022
Q4 		$301K Buy
6,893
+160
+2% +$6.85K 0.15% 66
2022
Q3 		$271K Buy
6,733
+1,383
+26% +$64K 0.15% 57
2022
Q2 		$246K Buy
5,350
+132
+3% +$6.59K 0.13% 63
2022
Q1 		$277K Sell
5,218
-231
-4% -$13.3K 0.13% 69
2021
Q4 		$306K Buy
+5,449
New +$322K 0.14% 68

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

Paulson Wealth Management's USB Position: Q2 2026 in Review

Paulson Wealth Management increased its US Bancorp (USB) stake by 2.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,392 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #80.

Paulson Wealth Management first reported a position in USB in Q4 2021 and has held it in 19 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Paulson Wealth Management held 8,392 shares of US Bancorp worth $507K as of Q2 2026.
  • Paulson Wealth Management bought 229 US Bancorp shares in Q2 2026, an estimated $12.8K.
  • US Bancorp made up 0.11% of Paulson Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Paulson Wealth Management first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.