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Precision Wealth Strategies’s US Bancorp USB Stock Holding History

Precision Wealth Strategies’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
-16,855
Closed -$877K – 192
2026
Q1 		$877K Sell
16,855
-20
-0.1% -$1.1K 0.29% 77
2025
Q4 		$900K Buy
16,875
+19
+0.1% +$935 0.29% 75
2025
Q3 		$815K Hold
16,856
– – 0.26% 75
2025
Q2 		$763K Buy
16,856
+3,449
+26% +$145K 0.25% 74
2025
Q1 		$566K Buy
13,407
+2,410
+22% +$111K 0.43% 43
2024
Q4 		$526K Hold
10,997
– – 0.41% 45
2024
Q3 		$503K Hold
10,997
– – 0.47% 39
2024
Q2 		$437K Hold
10,997
– – 0.45% 42
2024
Q1 		$492K Sell
10,997
-694
-6% -$29.3K 0.46% 39
2023
Q4 		$506K Sell
11,691
-3,650
-24% -$133K 0.49% 31
2023
Q3 		$507K Sell
15,341
-20,322
-57% -$740K 0.55% 27
2023
Q2 		$1.18M Sell
35,663
-2,521
-7% -$81.5K 1.93% 10
2023
Q1 		$1.38M Buy
38,184
+27,287
+250% +$1.22M 2.16% 8
2022
Q4 		$475K Sell
10,897
-3,405
-24% -$146K 0.5% 43
2022
Q3 		$588K Hold
14,302
– – 0.52% 36
2022
Q2 		$648K Hold
14,302
– – 0.51% 35
2022
Q1 		$760K Buy
14,302
+465
+3% +$26.7K 0.45% 44
2021
Q4 		$777K Buy
13,837
+825
+6% +$48.8K 0.56% 42
2021
Q3 		$773K Sell
13,012
-68
-0.5% -$3.87K 0.6% 27
2021
Q2 		$745K Buy
13,080
+893
+7% +$52.4K 0.64% 24
2021
Q1 		$674K Sell
12,187
-3,000
-20% -$150K 0.65% 21
2020
Q4 		$708K Buy
+15,187
New +$643K 0.77% 12

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

Precision Wealth Strategies's USB Position: Q2 2026 in Review

Precision Wealth Strategies sold out of US Bancorp (USB) in Q2 2026, closing a stake of 16,855 shares — an estimated $877K sold.

Precision Wealth Strategies first reported a position in USB in Q4 2020 and held it in 22 quarters. The position peaked at $1.38M in Q1 2023. 2,058 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Precision Wealth Strategies reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 16,855 US Bancorp shares in Q2 2026, an estimated $877K.
  • Precision Wealth Strategies first reported a position in US Bancorp in Q4 2020 and held it in 22 quarters.
  • Precision Wealth Strategies's US Bancorp position peaked at $1.38M in Q1 2023.
  • 2,058 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.