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Principle Wealth Partners’s US Bancorp USB Stock Holding History

Principle 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 		$2.07M Hold
34,218
– – 0.1% 138
2026
Q1 		$1.78M Sell
34,218
-500
-1% -$27.5K 0.1% 133
2025
Q4 		$1.85M Buy
34,718
+1,034
+3% +$50.9K 0.1% 130
2025
Q3 		$1.63M Buy
33,684
+2,065
+7% +$97.7K 0.09% 132
2025
Q2 		$1.43M Sell
31,619
-5,250
-14% -$221K 0.09% 132
2025
Q1 		$1.56M Sell
36,869
-1,423
-4% -$65.7K 0.11% 132
2024
Q4 		$1.83M Buy
38,292
+30
+0.1% +$1.48K 0.13% 126
2024
Q3 		$1.75M Sell
38,262
-1,230
-3% -$53.9K 0.12% 130
2024
Q2 		$1.57M Sell
39,492
-1,895
-5% -$77.3K 0.12% 131
2024
Q1 		$1.85M Buy
41,387
+883
+2% +$37.3K 0.14% 124
2023
Q4 		$1.75M Sell
40,504
-5,236
-11% -$191K 0.15% 121
2023
Q3 		$1.51M Sell
45,740
-1,636
-3% -$59.6K 0.15% 120
2023
Q2 		$1.57M Buy
47,376
+15,431
+48% +$499K 0.16% 113
2023
Q1 		$1.15M Buy
31,945
+3,340
+12% +$149K 0.12% 129
2022
Q4 		$1.25M Buy
28,605
+2,912
+11% +$125K 0.14% 114
2022
Q3 		$1.04K Buy
25,693
+3,205
+14% +$148K 0.1% 116
2022
Q2 		$1.03M Sell
22,488
-2,156
-9% -$108K 0.12% 131
2022
Q1 		$1.31M Buy
24,644
+9,420
+62% +$541K 0.14% 117
2021
Q4 		$855K Buy
15,224
+137
+0.9% +$8.1K 0.09% 151
2021
Q3 		$897K Hold
15,087
– – 0.1% 138
2021
Q2 		$860K Sell
15,087
-613
-4% -$36K 0.1% 142
2021
Q1 		$868K Buy
15,700
+1,000
+7% +$49.9K 0.1% 135
2020
Q4 		$685K Buy
14,700
+1,660
+13% +$70.2K 0.09% 148
2020
Q3 		$467K Hold
13,040
– – 0.13% 91
2020
Q2 		$480K Hold
13,040
– – 0.14% 87
2020
Q1 		$449K Sell
13,040
-763
-6% -$36.8K 0.17% 86
2019
Q4 		$818K Hold
13,803
– – 0.26% 64
2019
Q3 		$764K Buy
13,803
+9,883
+252% +$534K 0.26% 69
2019
Q2 		$205K Buy
+3,920
New +$202K 0.11% 134

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Principle Wealth Partners's USB Position: Q2 2026 in Review

Principle Wealth Partners held its US Bancorp (USB) position steady in Q2 2026 at 34,218 shares worth $2.07M. The position accounts for 0.1% of the portfolio, ranked #138.

Principle Wealth Partners first reported a position in USB in Q2 2019 and has held it in 29 quarters since. 1,375 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Principle Wealth Partners held 34,218 shares of US Bancorp worth $2.07M as of Q2 2026.
  • Principle Wealth Partners left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.1% of Principle Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Principle Wealth Partners first reported a position in US Bancorp in Q2 2019 and has held it in 29 quarters since.
  • 1,375 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.