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Sagespring Wealth Partners’s US Bancorp USB Stock Holding History

Sagespring Wealth Partners’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 		$2.51M Buy
41,529
+2,961
+8% +$166K 0.04% 189
2026
Q1 		$2.01M Buy
38,568
+4,977
+15% +$273K 0.04% 199
2025
Q4 		$1.79M Buy
33,591
+6,756
+25% +$332K 0.03% 204
2025
Q3 		$1.3M Buy
26,835
+1,974
+8% +$93.4K 0.03% 259
2025
Q2 		$1.12M Buy
24,861
+7,610
+44% +$320K 0.02% 265
2025
Q1 		$728K Buy
17,251
+1,693
+11% +$78.1K 0.02% 306
2024
Q4 		$744K Buy
+15,558
New +$765K 0.02% 270

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's USB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its US Bancorp (USB) stake by 7.7% in Q2 2026, buying an estimated $166K and bringing the position to 41,529 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #189.

Sagespring Wealth Partners first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 1,375 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Sagespring Wealth Partners held 41,529 shares of US Bancorp worth $2.51M as of Q2 2026.
  • Sagespring Wealth Partners bought 2,961 US Bancorp shares in Q2 2026, an estimated $166K.
  • US Bancorp made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Sagespring Wealth Partners first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 1,375 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.