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Principia Wealth Advisory’s US Bancorp USB Stock Holding History

Principia Wealth Advisory’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 		$6.58K Buy
109
+6
+6% +$336 ﹤0.01% 306
2026
Q1 		$5.36K Buy
103
+22
+27% +$1.21K ﹤0.01% 290
2025
Q4 		$4.32K Buy
81
+15
+23% +$738 ﹤0.01% 302
2025
Q3 		$3.19K Buy
66
+7
+12% +$331 ﹤0.01% 357
2025
Q2 		$2.67K Buy
59
+42
+247% +$1.77K ﹤0.01% 329
2025
Q1 		$668 Sell
17
-26
-60% -$1.2K ﹤0.01% 503
2024
Q4 		$2.06K Buy
+43
New +$2.12K ﹤0.01% 242

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

Principia Wealth Advisory's USB Position: Q2 2026 in Review

Principia Wealth Advisory increased its US Bancorp (USB) stake by 5.8% in Q2 2026, buying an estimated $336 and bringing the position to 109 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Principia Wealth Advisory first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Principia Wealth Advisory held 109 shares of US Bancorp worth $6.58K as of Q2 2026.
  • Principia Wealth Advisory bought 6 US Bancorp shares in Q2 2026, an estimated $336.
  • US Bancorp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #306 holding.
  • Principia Wealth Advisory first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.