Pinnacle Wealth Management Advisory Group’s US Bancorp USB Stock Holding History

Pinnacle Wealth Management 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	$761K	Buy	12,594 +1,295	+11%	+$72.6K	0.05%	220
2026 Q1	$588K	Sell	11,299 -38	-0.3%	-$2.09K	0.04%	246
2025 Q4	$605K	Buy	11,337 +4,720	+71%	+$232K	0.04%	231
2025 Q3	$320K	Buy	+6,617	New	+$313K	0.02%	302
2025 Q1	–	Sell	-4,336	Closed	-$207K	–	378
2024 Q4	$207K	Buy	+4,336	New	+$213K	0.02%	343
2024 Q2	–	Sell	-5,087	Closed	-$227K	–	364
2024 Q1	$227K	Buy	+5,087	New	+$215K	0.02%	311
2023 Q1	–	Sell	-5,542	Closed	-$242K	–	335
2022 Q4	$242K	Buy	+5,542	New	+$237K	0.04%	256
2022 Q3	–	Sell	-5,452	Closed	-$251K	–	298
2022 Q2	$251K	Buy	+5,452	New	+$272K	0.04%	251

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

Pinnacle Wealth Management Advisory Group's USB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its US Bancorp (USB) stake by 11% in Q2 2026, buying an estimated $72.6K and bringing the position to 12,594 shares worth $761K. The position accounts for 0.05% of the portfolio, ranked #220.

Pinnacle Wealth Management Advisory Group first reported a position in USB in Q2 2022 and has held it in 8 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 12,594 shares of US Bancorp worth $761K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,295 US Bancorp shares in Q2 2026, an estimated $72.6K.
US Bancorp made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #220 holding.
Pinnacle Wealth Management Advisory Group first reported a position in US Bancorp in Q2 2022 and has held it in 8 quarters since.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.