Ritter Daniher Financial Advisory’s US Bancorp USB Stock Holding History

Ritter Daniher Financial Advisory’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	$222K	Hold	3,670	–	–	0.03%	158
2026 Q1	$191K	Hold	3,670	–	–	0.03%	164
2025 Q4	$196K	Hold	3,670	–	–	0.03%	167
2025 Q3	$177K	Hold	3,670	–	–	0.03%	169
2025 Q2	$166K	Hold	3,670	–	–	0.04%	101
2025 Q1	$155K	Sell	3,670 -500	-12%	-$23.1K	0.04%	97
2024 Q4	$199K	Buy	4,170 +50	+1%	+$2.46K	0.06%	85
2024 Q3	$188K	Hold	4,120	–	–	0.05%	84
2024 Q2	$164K	Sell	4,120 -450	-10%	-$18.4K	0.05%	84
2024 Q1	$204K	Hold	4,570	–	–	0.07%	77
2023 Q4	$198K	Sell	4,570 -900	-16%	-$32.9K	0.07%	75
2023 Q3	$181K	Hold	5,470	–	–	0.08%	72
2023 Q2	$181K	Sell	5,470 -300	-5%	-$9.7K	0.07%	70
2023 Q1	$208K	Hold	5,770	–	–	0.09%	66
2022 Q4	$252K	Hold	5,770	–	–	0.12%	62
2022 Q3	$233K	Hold	5,770	–	–	0.17%	61
2022 Q2	$266K	Hold	5,770	–	–	0.19%	55
2022 Q1	$307K	Sell	5,770 -100	-2%	-$5.75K	0.21%	46
2021 Q4	$330K	Sell	5,870 -50	-0.8%	-$2.96K	0.22%	43
2021 Q3	$352K	Hold	5,920	–	–	0.26%	40
2021 Q2	$337K	Hold	5,920	–	–	0.25%	40
2021 Q1	$327K	Hold	5,920	–	–	0.26%	39
2020 Q4	$276K	Buy	+5,920	New	+$251K	0.24%	41

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ritter Daniher Financial Advisory's USB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its US Bancorp (USB) position steady in Q2 2026 at 3,670 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #158.

Ritter Daniher Financial Advisory first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $352K in Q3 2021. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Ritter Daniher Financial Advisory held 3,670 shares of US Bancorp worth $222K as of Q2 2026.
Ritter Daniher Financial Advisory left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #158 holding.
Ritter Daniher Financial Advisory first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's US Bancorp position peaked at $352K in Q3 2021.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.