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Prospera Financial Services’s US Bancorp USB Stock Holding History

Prospera Financial Services’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 		$4.33M Sell
71,690
-49,654
-41% -$2.78M 0.06% 316
2026
Q1 		$6.31M Sell
121,344
-5,738
-5% -$315K 0.1% 219
2025
Q4 		$6.78M Buy
127,082
+620
+0.5% +$30.5K 0.11% 189
2025
Q3 		$6.11M Sell
126,462
-221
-0.2% -$10.5K 0.1% 214
2025
Q2 		$5.73M Buy
126,683
+7,046
+6% +$296K 0.11% 206
2025
Q1 		$5.05M Buy
119,637
+3,922
+3% +$181K 0.12% 195
2024
Q4 		$5.53M Buy
115,715
+2,889
+3% +$142K 0.13% 178
2024
Q3 		$5.16M Buy
112,826
+15,908
+16% +$698K 0.13% 175
2024
Q2 		$3.85M Buy
96,918
+11,783
+14% +$481K 0.11% 208
2024
Q1 		$3.81M Sell
85,135
-50,791
-37% -$2.14M 0.11% 198
2023
Q4 		$5.88M Sell
135,926
-20,048
-13% -$733K 0.19% 120
2023
Q3 		$5.16M Sell
155,974
-111
-0.1% -$4.04K 0.2% 114
2023
Q2 		$5.16M Buy
156,085
+48,776
+45% +$1.58M 0.2% 124
2023
Q1 		$3.87M Buy
107,309
+50,812
+90% +$2.26M 0.16% 154
2022
Q4 		$2.46M Sell
56,497
-29,598
-34% -$1.27M 0.12% 194
2022
Q3 		$3.47M Buy
86,095
+11,211
+15% +$519K 0.18% 138
2022
Q2 		$3.45M Buy
74,884
+744
+1% +$37.1K 0.18% 140
2022
Q1 		$3.94M Buy
74,140
+3,964
+6% +$228K 0.17% 143
2021
Q4 		$3.94M Buy
70,176
+4,756
+7% +$281K 0.17% 144
2021
Q3 		$3.89M Buy
65,420
+3,596
+6% +$205K 0.19% 129
2021
Q2 		$3.52M Buy
61,824
+32,635
+112% +$1.91M 0.18% 143
2021
Q1 		$1.61M Buy
29,189
+5,019
+21% +$251K 0.1% 251
2020
Q4 		$1.13M Buy
24,170
+20,903
+640% +$885K 0.08% 269
2020
Q3 		$117K Sell
3,267
-9,712
-75% -$355K 0.04% 369
2020
Q2 		$478K Buy
12,979
+2,236
+21% +$79.7K 0.04% 364
2020
Q1 		$370K Sell
10,743
-15,971
-60% -$770K 0.04% 367
2019
Q4 		$1.58M Buy
26,714
+18,438
+223% +$1.07M 0.12% 205
2019
Q3 		$458K Buy
8,276
+208
+3% +$11.2K 0.05% 327
2019
Q2 		$429K Buy
8,068
+1,220
+18% +$62.9K 0.05% 320
2019
Q1 		$342K Buy
6,848
+883
+15% +$44.3K 0.11% 229
2018
Q4 		$275K Buy
5,965
+594
+11% +$30.6K 0.06% 304
2018
Q3 		$275K Sell
5,371
-820
-13% -$43.4K 0.05% 328
2018
Q2 		$309K Buy
6,191
+1,279
+26% +$64.9K 0.04% 340
2018
Q1 		$248K Buy
+4,912
New +$269K 0.03% 379
2017
Q4 		– Sell
-4,206
Closed -$225K – 448
2017
Q3 		$225K Sell
4,206
-757
-15% -$39.6K 0.03% 379
2017
Q2 		$258K Buy
4,963
+514
+12% +$26.5K 0.04% 344
2017
Q1 		$228K Sell
4,449
-321
-7% -$17.1K 0.04% 318
2016
Q4 		$244K Sell
4,770
-97
-2% -$4.61K 0.05% 306
2016
Q3 		$209K Buy
+4,867
New +$207K 0.04% 341
2016
Q2 		– Sell
-6,282
Closed -$255K – 376
2016
Q1 		$255K Buy
+6,282
New +$251K 0.06% 247

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

Prospera Financial Services's USB Position: Q2 2026 in Review

Prospera Financial Services reduced its US Bancorp (USB) stake by 41% in Q2 2026, selling an estimated $2.78M and leaving 71,690 shares worth $4.33M. The position accounts for 0.06% of the portfolio, ranked #316.

Prospera Financial Services first reported a position in USB in Q1 2016 and has held it in 40 quarters since. The position peaked at $6.78M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Prospera Financial Services held 71,690 shares of US Bancorp worth $4.33M as of Q2 2026.
  • Prospera Financial Services sold 49,654 US Bancorp shares in Q2 2026, an estimated $2.78M.
  • US Bancorp made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #316 holding.
  • Prospera Financial Services first reported a position in US Bancorp in Q1 2016 and has held it in 40 quarters since.
  • Prospera Financial Services's US Bancorp position peaked at $6.78M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.