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Potentia Wealth’s US Bancorp USB Stock Holding History

Potentia Wealth’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
-6,013
Closed -$313K – 90
2026
Q1 		$313K Hold
6,013
– – 0.12% 76
2025
Q4 		$321K Sell
6,013
-550
-8% -$27.1K 0.12% 77
2025
Q3 		$317K Hold
6,563
– – 0.12% 80
2025
Q2 		$297K Hold
6,563
– – 0.17% 61
2025
Q1 		$277K Hold
6,563
– – 0.13% 79
2024
Q4 		$314K Buy
+6,563
New +$323K 0.14% 81

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 $3.38T AUM 44.17% 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

Potentia Wealth's USB Position: Q2 2026 in Review

Potentia Wealth sold out of US Bancorp (USB) in Q2 2026, closing a stake of 6,013 shares — an estimated $313K sold.

Potentia Wealth first reported a position in USB in Q4 2024 and held it in 6 quarters. The position peaked at $321K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Potentia Wealth reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 6,013 US Bancorp shares in Q2 2026, an estimated $313K.
  • Potentia Wealth first reported a position in US Bancorp in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's US Bancorp position peaked at $321K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.