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Rialto Wealth Management’s US Bancorp USB Stock Holding History

Rialto 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 		$41.3K Buy
684
+124
+22% +$6.95K 0.01% 342
2026
Q1 		$29.1K Buy
560
+22
+4% +$1.21K 0.01% 335
2025
Q4 		$28.7K Sell
538
-514
-49% -$25.3K 0.01% 326
2025
Q3 		$50.8K Buy
1,052
+14
+1% +$662 0.01% 267
2025
Q2 		$47K Sell
1,038
-21
-2% -$883 0.01% 271
2025
Q1 		$44.7K Buy
1,059
+365
+53% +$16.8K 0.01% 269
2024
Q4 		$33.2K Buy
+694
New +$34.1K 0.01% 289

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

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

Rialto Wealth Management increased its US Bancorp (USB) stake by 22% in Q2 2026, buying an estimated $6.95K and bringing the position to 684 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #342.

Rialto Wealth Management first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.8K in Q3 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Rialto Wealth Management held 684 shares of US Bancorp worth $41.3K as of Q2 2026.
  • Rialto Wealth Management bought 124 US Bancorp shares in Q2 2026, an estimated $6.95K.
  • US Bancorp made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Rialto Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's US Bancorp position peaked at $50.8K in Q3 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.