S&G Foundation’s US Bancorp USB Stock Holding History

S&G Foundation’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	$33.8M	Hold	560,000	–	–	1.58%	9
2026 Q1	$29.1M	Buy	+560,000	New	+$30.8M	1.55%	8

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

S&G Foundation's USB Position: Q2 2026 in Review

S&G Foundation held its US Bancorp (USB) position steady in Q2 2026 at 560,000 shares worth $33.8M. The position accounts for 1.58% of the portfolio, ranked #9.

S&G Foundation first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 2,047 funds tracked by Wall St. Rank hold USB as of Q2 2026.

S&G Foundation held 560,000 shares of US Bancorp worth $33.8M as of Q2 2026.
S&G Foundation left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 1.58% of S&G Foundation's portfolio in Q2 2026, its #9 holding.
S&G Foundation first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
2,047 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.