SRA
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Secured Retirement Advisors’s US Bancorp USB Stock Holding History

Secured Retirement Advisors’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 		$1.38M Buy
22,882
+110
+0.5% +$6.16K 0.71% 57
2026
Q1 		$1.18M Sell
22,772
-320
-1% -$17.6K 0.67% 52
2025
Q4 		$1.23M Sell
23,092
-1,780
-7% -$87.6K 0.69% 50
2025
Q3 		$1.2M Buy
24,872
+536
+2% +$25.4K 0.67% 59
2025
Q2 		$1.1M Sell
24,336
-4,143
-15% -$174K 0.66% 65
2025
Q1 		$1.2M Buy
28,479
+3,426
+14% +$158K 0.78% 49
2024
Q4 		$1.2M Buy
+25,053
New +$1.23M 0.69% 65

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Secured Retirement Advisors's USB Position: Q2 2026 in Review

Secured Retirement Advisors increased its US Bancorp (USB) stake by 0.48% in Q2 2026, buying an estimated $6.16K and bringing the position to 22,882 shares worth $1.38M. The position accounts for 0.71% of the portfolio, ranked #57.

Secured Retirement Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Secured Retirement Advisors held 22,882 shares of US Bancorp worth $1.38M as of Q2 2026.
  • Secured Retirement Advisors bought 110 US Bancorp shares in Q2 2026, an estimated $6.16K.
  • US Bancorp made up 0.71% of Secured Retirement Advisors's portfolio in Q2 2026, its #57 holding.
  • Secured Retirement Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.