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Savvy Advisors Inc’s US Bancorp USB Stock Holding History

Savvy Advisors Inc’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 		$1.83M Sell
30,348
-5,582
-16% -$313K 0.04% 354
2026
Q1 		$1.87M Buy
35,930
+5,058
+16% +$278K 0.05% 279
2025
Q4 		$1.65M Buy
30,872
+21,907
+244% +$1.08M 0.05% 265
2025
Q3 		$433K Buy
8,965
+2,614
+41% +$124K 0.02% 475
2025
Q2 		$287K Buy
+6,351
New +$267K 0.02% 506

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's USB Position: Q2 2026 in Review

Savvy Advisors Inc reduced its US Bancorp (USB) stake by 16% in Q2 2026, selling an estimated $313K and leaving 30,348 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #354.

Savvy Advisors Inc first reported a position in USB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q1 2026. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Savvy Advisors Inc held 30,348 shares of US Bancorp worth $1.83M as of Q2 2026.
  • Savvy Advisors Inc sold 5,582 US Bancorp shares in Q2 2026, an estimated $313K.
  • US Bancorp made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #354 holding.
  • Savvy Advisors Inc first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's US Bancorp position peaked at $1.87M in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.