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Prestige Wealth Management Group’s US Bancorp USB Stock Holding History

Prestige Wealth Management 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 		$14.8K Hold
243
– – ﹤0.01% 393
2026
Q1 		$12.8K Sell
243
-7
-3% -$385 ﹤0.01% 393
2025
Q4 		$13.5K Hold
250
– – ﹤0.01% 399
2025
Q3 		$12.2K Hold
250
– – ﹤0.01% 417
2025
Q2 		$11.4K Hold
250
– – ﹤0.01% 420
2025
Q1 		$10.7K Hold
250
– – ﹤0.01% 434
2024
Q4 		$12.1K Hold
250
– – ﹤0.01% 430
2024
Q3 		$11.6K Hold
250
– – ﹤0.01% 426
2024
Q2 		$10K Hold
250
– – ﹤0.01% 406
2024
Q1 		$11.3K Hold
250
– – ﹤0.01% 420
2023
Q4 		$10.9K Buy
250
+8
+3% +$292 ﹤0.01% 434
2023
Q3 		$8.12K Sell
242
-48
-17% -$1.75K ﹤0.01% 475
2023
Q2 		$9.71K Buy
290
+11
+4% +$356 ﹤0.01% 470
2023
Q1 		$10.2K Sell
279
-380
-58% -$16.9K ﹤0.01% 435
2022
Q4 		$29K Buy
659
+1
+0.2% +$43 0.01% 307
2022
Q3 		$27K Hold
658
– – 0.01% 281
2022
Q2 		$30K Buy
658
+1
+0.2% +$50 0.01% 280
2022
Q1 		$35K Sell
657
-211
-24% -$12.1K 0.01% 274
2021
Q4 		$49K Hold
868
– – 0.01% 267
2021
Q3 		$51K Buy
868
+200
+30% +$11.4K 0.01% 257
2021
Q2 		$38K Hold
668
– – 0.01% 271
2021
Q1 		$37K Buy
668
+200
+43% +$9.99K 0.01% 281
2020
Q4 		$22K Sell
468
-123
-21% -$5.21K 0.01% 342
2020
Q3 		$22K Buy
591
+59
+11% +$2.16K 0.01% 336
2020
Q2 		$20K Buy
532
+133
+33% +$4.74K 0.01% 338
2020
Q1 		$13K Buy
399
+332
+496% +$16K 0.01% 342
2019
Q4 		$4K Hold
67
– – ﹤0.01% 446
2019
Q3 		$4K Hold
67
– – ﹤0.01% 444
2019
Q2 		$4K Hold
67
– – ﹤0.01% 424
2019
Q1 		$3K Sell
67
-424
-86% -$21.3K ﹤0.01% 439
2018
Q4 		$22K Buy
+491
New +$25.3K 0.02% 291

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

Prestige Wealth Management Group's USB Position: Q2 2026 in Review

Prestige Wealth Management Group held its US Bancorp (USB) position steady in Q2 2026 at 243 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Prestige Wealth Management Group first reported a position in USB in Q4 2018 and has held it in 31 quarters since. The position peaked at $51K in Q3 2021. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Prestige Wealth Management Group held 243 shares of US Bancorp worth $14.8K as of Q2 2026.
  • Prestige Wealth Management Group left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #393 holding.
  • Prestige Wealth Management Group first reported a position in US Bancorp in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's US Bancorp position peaked at $51K in Q3 2021.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.