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Premier Path Wealth Partners’s US Bancorp USB Stock Holding History

Premier Path Wealth Partners’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 		$2.83M Sell
46,832
-419
-0.9% -$23.5K 0.33% 77
2026
Q1 		$2.46M Buy
47,251
+2,918
+7% +$160K 0.32% 70
2025
Q4 		$2.37M Buy
44,333
+1,779
+4% +$87.5K 0.31% 76
2025
Q3 		$2.06M Buy
42,554
+474
+1% +$22.4K 0.26% 82
2025
Q2 		$1.9M Buy
42,080
+1,452
+4% +$61.1K 0.27% 88
2025
Q1 		$1.72M Sell
40,628
-652
-2% -$30.1K 0.27% 88
2024
Q4 		$1.97M Sell
41,280
-822
-2% -$40.4K 0.3% 77
2024
Q3 		$1.93M Buy
42,102
+2,276
+6% +$99.8K 0.3% 83
2024
Q2 		$1.58M Buy
39,826
+1,712
+4% +$69.8K 0.27% 91
2024
Q1 		$1.7M Buy
38,114
+26,754
+236% +$1.13M 0.32% 81
2023
Q4 		$481K Buy
+11,360
New +$415K 0.11% 197

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

Premier Path Wealth Partners's USB Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its US Bancorp (USB) stake by 0.89% in Q2 2026, selling an estimated $23.5K and leaving 46,832 shares worth $2.83M. The position accounts for 0.33% of the portfolio, ranked #77.

Premier Path Wealth Partners first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Premier Path Wealth Partners held 46,832 shares of US Bancorp worth $2.83M as of Q2 2026.
  • Premier Path Wealth Partners sold 419 US Bancorp shares in Q2 2026, an estimated $23.5K.
  • US Bancorp made up 0.33% of Premier Path Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Premier Path Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,061 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.