SAG
USB icon

SageView Advisory Group’s US Bancorp USB Stock Holding History

SageView Advisory Group’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 		$639K Sell
10,582
-2,476
-19% -$139K 0.02% 324
2026
Q1 		$679K Sell
13,058
-28,432
-69% -$1.56M 0.02% 287
2025
Q4 		$2.21M Sell
41,490
-21,718
-34% -$1.07M 0.07% 143
2025
Q3 		$3.05M Buy
63,208
+29,801
+89% +$1.41M 0.11% 122
2025
Q2 		$1.54M Sell
33,407
-4,753
-12% -$200K 0.06% 180
2025
Q1 		$1.61M Sell
38,160
-4,690
-11% -$216K 0.07% 148
2024
Q4 		$2.05M Buy
42,850
+7,334
+21% +$361K 0.09% 125
2024
Q3 		$1.62M Sell
35,516
-655
-2% -$28.7K 0.08% 133
2024
Q2 		$1.44M Buy
+36,171
New +$1.48M 0.07% 172
2024
Q1 		– Sell
-47,478
Closed -$2.06M – 813
2023
Q4 		$2.06M Buy
47,478
+10,938
+30% +$400K 0.09% 137
2023
Q3 		$1.21M Buy
36,540
+5,831
+19% +$212K 0.07% 182
2023
Q2 		$1.01M Sell
30,709
-5,597
-15% -$181K 0.06% 224
2023
Q1 		$1.31M Buy
36,306
+14,150
+64% +$630K 0.08% 165
2022
Q4 		$966K Buy
+22,156
New +$948K 0.08% 158

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

SageView Advisory Group's USB Position: Q2 2026 in Review

SageView Advisory Group reduced its US Bancorp (USB) stake by 19% in Q2 2026, selling an estimated $139K and leaving 10,582 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #324.

SageView Advisory Group first reported a position in USB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • SageView Advisory Group held 10,582 shares of US Bancorp worth $639K as of Q2 2026.
  • SageView Advisory Group sold 2,476 US Bancorp shares in Q2 2026, an estimated $139K.
  • US Bancorp made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #324 holding.
  • SageView Advisory Group first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's US Bancorp position peaked at $3.05M in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.