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Portside Wealth Group’s US Bancorp USB Stock Holding History

Portside Wealth 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 		$2.48M Buy
41,063
+579
+1% +$32.4K 0.29% 77
2026
Q1 		$2.11M Sell
40,484
-4,279
-10% -$235K 0.29% 84
2025
Q4 		$2.39M Sell
44,763
-374
-0.8% -$18.4K 0.32% 72
2025
Q3 		$2.18M Buy
45,137
+2,709
+6% +$128K 0.3% 74
2025
Q2 		$1.92M Buy
42,428
+1,260
+3% +$53K 0.28% 81
2025
Q1 		$1.74M Buy
41,168
+2,062
+5% +$95.1K 0.28% 84
2024
Q4 		$1.87M Sell
39,106
-1,612
-4% -$79.3K 0.31% 75
2024
Q3 		$1.86M Buy
40,718
+2,696
+7% +$118K 0.32% 77
2024
Q2 		$1.51M Sell
38,022
-2,623
-6% -$107K 0.29% 88
2024
Q1 		$1.82M Sell
40,645
-11,048
-21% -$466K 0.34% 80
2023
Q4 		$2.24M Buy
51,693
+1,242
+2% +$45.4K 0.42% 67
2023
Q3 		$1.67M Buy
50,451
+9,595
+23% +$350K 0.31% 86
2023
Q2 		$1.35M Buy
+40,856
New +$1.32M 0.25% 98

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

Portside Wealth Group's USB Position: Q2 2026 in Review

Portside Wealth Group increased its US Bancorp (USB) stake by 1.4% in Q2 2026, buying an estimated $32.4K and bringing the position to 41,063 shares worth $2.48M. The position accounts for 0.29% of the portfolio, ranked #77.

Portside Wealth Group first reported a position in USB in Q2 2023 and has held it in 13 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Portside Wealth Group held 41,063 shares of US Bancorp worth $2.48M as of Q2 2026.
  • Portside Wealth Group bought 579 US Bancorp shares in Q2 2026, an estimated $32.4K.
  • US Bancorp made up 0.29% of Portside Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Portside Wealth Group first reported a position in US Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.