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

Private 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 		$29.4K Buy
486
+200
+70% +$11.2K 0.01% 299
2026
Q1 		$14.9K Hold
286
– – ﹤0.01% 406
2025
Q4 		$15.3K Hold
286
– – ﹤0.01% 384
2025
Q3 		$13.8K Hold
286
– – ﹤0.01% 427
2025
Q2 		$12.9K Hold
286
– – ﹤0.01% 416
2025
Q1 		$12.1K Hold
286
– – ﹤0.01% 414
2024
Q4 		$13.7K Hold
286
– – 0.01% 393
2024
Q3 		$13.1K Hold
286
– – 0.01% 382
2024
Q2 		$11.4K Hold
286
– – ﹤0.01% 409
2024
Q1 		$12.8K Hold
286
– – 0.01% 355
2023
Q4 		$12.4K Buy
+286
New +$10.5K 0.01% 361

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

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

Private Wealth Management Group increased its US Bancorp (USB) stake by 70% in Q2 2026, buying an estimated $11.2K and bringing the position to 486 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #299.

Private Wealth Management Group first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Private Wealth Management Group held 486 shares of US Bancorp worth $29.4K as of Q2 2026.
  • Private Wealth Management Group bought 200 US Bancorp shares in Q2 2026, an estimated $11.2K.
  • US Bancorp made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #299 holding.
  • Private Wealth Management Group first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.