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Rise Advisors’s US Bancorp USB Stock Holding History

Rise Advisors’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 		$229K Sell
3,785
-641
-14% -$35.9K 0.06% 94
2026
Q1 		$233K Sell
4,426
-1,094
-20% -$60.1K 0.08% 87
2025
Q4 		$295K Sell
5,520
-775
-12% -$38.1K 0.11% 76
2025
Q3 		$304K Sell
6,295
-683
-10% -$32.3K 0.11% 72
2025
Q2 		$316K Sell
6,978
-902
-11% -$37.9K 0.13% 66
2025
Q1 		$333K Sell
7,880
-1,267
-14% -$58.5K 0.15% 64
2024
Q4 		$438K Sell
9,147
-134
-1% -$6.59K 0.21% 49
2024
Q3 		$424K Buy
9,281
+369
+4% +$16.2K 0.2% 52
2024
Q2 		$354K Buy
8,912
+275
+3% +$11.2K 0.19% 59
2024
Q1 		$386K Buy
8,637
+1,202
+16% +$50.7K 0.21% 51
2023
Q4 		$322K Buy
7,435
+810
+12% +$29.6K 0.23% 42
2023
Q3 		$219K Buy
6,625
+1,661
+33% +$60.5K 0.17% 54
2023
Q2 		$164K Buy
4,964
+362
+8% +$11.7K 0.13% 74
2023
Q1 		$166K Buy
+4,602
New +$205K 0.13% 75

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

Rise Advisors's USB Position: Q2 2026 in Review

Rise Advisors reduced its US Bancorp (USB) stake by 14% in Q2 2026, selling an estimated $35.9K and leaving 3,785 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #94.

Rise Advisors first reported a position in USB in Q1 2023 and has held it in 14 quarters since. The position peaked at $438K in Q4 2024. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Rise Advisors held 3,785 shares of US Bancorp worth $229K as of Q2 2026.
  • Rise Advisors sold 641 US Bancorp shares in Q2 2026, an estimated $35.9K.
  • US Bancorp made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #94 holding.
  • Rise Advisors first reported a position in US Bancorp in Q1 2023 and has held it in 14 quarters since.
  • Rise Advisors's US Bancorp position peaked at $438K in Q4 2024.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.