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Raffa Wealth Management’s US Bancorp USB Stock Holding History

Raffa Wealth Management’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 		$14.3K Sell
237
-81
-25% -$4.54K ﹤0.01% 354
2026
Q1 		$16.5K Buy
318
+116
+57% +$6.37K ﹤0.01% 302
2025
Q4 		$10.8K Hold
202
– – ﹤0.01% 363
2025
Q3 		$9.76K Buy
202
+38
+23% +$1.8K ﹤0.01% 372
2025
Q2 		$7.42K Sell
164
-18
-10% -$757 ﹤0.01% 436
2025
Q1 		$7.68K Hold
182
– – ﹤0.01% 354
2024
Q4 		$8.71K Buy
182
+18
+11% +$885 ﹤0.01% 350
2024
Q3 		$7.5K Sell
164
-2,588
-94% -$114K ﹤0.01% 356
2024
Q2 		$109K Hold
2,752
– – 0.03% 139
2024
Q1 		$123K Buy
2,752
+2,588
+1,578% +$109K 0.04% 120
2023
Q4 		$7.1K Hold
164
– – ﹤0.01% 342
2023
Q3 		$5.42K Hold
164
– – ﹤0.01% 366
2023
Q2 		$5.42K Sell
164
-900
-85% -$29.1K ﹤0.01% 374
2023
Q1 		$38.4K Hold
1,064
– – 0.01% 164
2022
Q4 		$46.4K Hold
1,064
– – 0.02% 146
2022
Q3 		$42.9K Hold
1,064
– – 0.02% 150
2022
Q2 		$49K Hold
1,064
– – 0.02% 140
2022
Q1 		$56.6K Hold
1,064
– – 0.02% 133
2021
Q4 		$59.8K Hold
1,064
– – 0.02% 132
2021
Q3 		$63.2K Hold
1,064
– – 0.02% 106
2021
Q2 		$60.6K Hold
1,064
– – 0.02% 117
2021
Q1 		$58.9K Buy
1,064
+26
+3% +$1.3K 0.02% 126
2020
Q4 		$48.4K Hold
1,038
– – 0.02% 129
2020
Q3 		$37.2K Sell
1,038
-100
-9% -$3.66K 0.01% 136
2020
Q2 		$41.9K Hold
1,138
– – 0.02% 127
2020
Q1 		$39.3K Hold
1,138
– – 0.01% 115
2019
Q4 		$67.5K Hold
1,138
– – 0.02% 112
2019
Q3 		$63K Buy
+1,138
New +$61.5K 0.02% 114
2019
Q2 		– Sell
-1,138
Closed -$54.8K – 1353
2019
Q1 		$54.8K Hold
1,138
– – 0.02% 109
2018
Q4 		$52K Hold
1,138
– – 0.02% 127
2018
Q3 		$60.1K Hold
1,138
– – 0.02% 126
2018
Q2 		$56.9K Hold
1,138
– – 0.02% 120
2018
Q1 		$57.5K Buy
1,138
+138
+14% +$7.55K 0.02% 110
2017
Q4 		$53.6K Hold
1,000
– – 0.02% 122
2017
Q3 		$53.6K Hold
1,000
– – 0.02% 122
2017
Q2 		$51.9K Hold
1,000
– – 0.02% 119
2017
Q1 		$51.5K Sell
1,000
-34
-3% -$1.81K 0.03% 93
2016
Q4 		$53.1K Buy
1,034
+900
+672% +$42.8K 0.03% 88
2016
Q3 		$5.75K Hold
134
– – ﹤0.01% 213
2016
Q2 		$5.4K Hold
134
– – ﹤0.01% 206
2016
Q1 		$5.44K Hold
134
– – ﹤0.01% 213
2015
Q4 		$5.72K Hold
134
– – ﹤0.01% 202
2015
Q3 		$5.5K Hold
134
– – ﹤0.01% 211
2015
Q2 		$5.82K Hold
134
– – ﹤0.01% 198
2015
Q1 		$5.85K Hold
134
– – ﹤0.01% 185
2014
Q4 		$6.02K Hold
134
– – ﹤0.01% 184
2014
Q3 		$5.61K Buy
+134
New +$5.66K ﹤0.01% 192
2014
Q1 		– Sell
-134
Closed -$6.02K – 721
2013
Q4 		$6.02K Buy
+134
New +$5.14K ﹤0.01% 184

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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Raffa Wealth Management's USB Position: Q2 2026 in Review

Raffa Wealth Management reduced its US Bancorp (USB) stake by 25% in Q2 2026, selling an estimated $4.54K and leaving 237 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Raffa Wealth Management first reported a position in USB in Q4 2013 and has held it in 48 quarters since. The position peaked at $123K in Q1 2024. 1,968 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Raffa Wealth Management held 237 shares of US Bancorp worth $14.3K as of Q2 2026.
  • Raffa Wealth Management sold 81 US Bancorp shares in Q2 2026, an estimated $4.54K.
  • US Bancorp made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Raffa Wealth Management first reported a position in US Bancorp in Q4 2013 and has held it in 48 quarters since.
  • Raffa Wealth Management's US Bancorp position peaked at $123K in Q1 2024.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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