Portus Wealth Advisors’s US Bancorp USB Stock Holding History

Portus Wealth 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	–	Sell	-35	Closed	-$1.82K	–	506
2026 Q1	$1.82K	Buy	+35	New	+$1.92K	﹤0.01%	291

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

Portus Wealth Advisors's USB Position: Q2 2026 in Review

Portus Wealth Advisors sold out of US Bancorp (USB) in Q2 2026, closing a stake of 35 shares — an estimated $1.82K sold.

Portus Wealth Advisors first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $1.82K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Portus Wealth Advisors reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 35 US Bancorp shares in Q2 2026, an estimated $1.82K.
Portus Wealth Advisors first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's US Bancorp position peaked at $1.82K in Q1 2026.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.