RWM
USB icon

Ritholtz Wealth Management’s US Bancorp USB Stock Holding History

Ritholtz 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 		$10M Buy
165,556
+1,596
+1% +$89.4K 0.15% 81
2026
Q1 		$8.53M Buy
163,960
+8,469
+5% +$465K 0.15% 81
2025
Q4 		$8.3M Buy
155,491
+35,240
+29% +$1.73M 0.15% 76
2025
Q3 		$5.81M Buy
120,251
+42,262
+54% +$2M 0.11% 110
2025
Q2 		$3.53M Buy
77,989
+20,527
+36% +$863K 0.08% 166
2025
Q1 		$2.43M Buy
57,462
+3,247
+6% +$150K 0.07% 206
2024
Q4 		$2.59M Buy
54,215
+1,823
+3% +$89.7K 0.08% 179
2024
Q3 		$2.4M Buy
52,392
+2,196
+4% +$96.3K 0.07% 192
2024
Q2 		$1.99M Buy
50,196
+31,298
+166% +$1.28M 0.07% 201
2024
Q1 		$845K Sell
18,898
-1,368
-7% -$57.7K 0.03% 400
2023
Q4 		$877K Buy
20,266
+2,056
+11% +$75.2K 0.03% 358
2023
Q3 		$602K Sell
18,210
-1,268
-7% -$46.2K 0.03% 412
2023
Q2 		$644K Buy
+19,478
New +$630K 0.03% 374
2023
Q1 		– Sell
-8,194
Closed -$357K – 671
2022
Q4 		$357K Sell
8,194
-8,182
-50% -$350K 0.02% 430
2022
Q3 		$660K Buy
16,376
+9,222
+129% +$427K 0.04% 329
2022
Q2 		$329K Buy
7,154
+318
+5% +$15.9K 0.02% 399
2022
Q1 		$363K Buy
6,836
+1,331
+24% +$76.5K 0.02% 374
2021
Q4 		$309K Buy
5,505
+202
+4% +$11.9K 0.02% 408
2021
Q3 		$315K Buy
5,303
+89
+2% +$5.07K 0.02% 362
2021
Q2 		$297K Sell
5,214
-1,113
-18% -$65.3K 0.02% 370
2021
Q1 		$350K Buy
+6,327
New +$316K 0.03% 275
2018
Q2 		– Sell
-4,008
Closed -$202K – 121
2018
Q1 		$202K Buy
+4,008
New +$219K 0.06% 111

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

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

Ritholtz Wealth Management increased its US Bancorp (USB) stake by 0.97% in Q2 2026, buying an estimated $89.4K and bringing the position to 165,556 shares worth $10M. The position accounts for 0.15% of the portfolio, ranked #81.

Ritholtz Wealth Management first reported a position in USB in Q1 2018 and has held it in 22 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Ritholtz Wealth Management held 165,556 shares of US Bancorp worth $10M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,596 US Bancorp shares in Q2 2026, an estimated $89.4K.
  • US Bancorp made up 0.15% of Ritholtz Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Ritholtz Wealth Management first reported a position in US Bancorp in Q1 2018 and has held it in 22 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.