Security National Bank’s US Bancorp USB Stock Holding History

Security National Bank’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	$287K	Hold	4,755	–	–	0.03%	135
2026 Q1	$247K	Sell	4,755 -580	-11%	-$31.9K	0.04%	133
2025 Q4	$285K	Hold	5,335	–	–	0.04%	125
2025 Q3	$258K	Hold	5,335	–	–	0.04%	128
2025 Q2	$241K	Hold	5,335	–	–	0.04%	114
2025 Q1	$225K	Hold	5,335	–	–	0.04%	117
2024 Q4	$255K	Buy	5,335 +3,415	+178%	+$168K	0.04%	105
2024 Q3	$87.8K	Hold	1,920	–	–	0.01%	159
2024 Q2	$76.2K	Hold	1,920	–	–	0.01%	167
2024 Q1	$85.8K	Hold	1,920	–	–	0.01%	155
2023 Q4	$83.1K	Buy	+1,920	New	+$70.2K	0.02%	163
2018 Q4	–	Sell	-6,764	Closed	-$357K	–	70
2018 Q3	$357K	Buy	6,764 +2,440	+56%	+$129K	0.2%	54
2018 Q2	$216K	Hold	4,324	–	–	0.14%	57
2018 Q1	$218K	Hold	4,324	–	–	0.15%	59
2017 Q4	$232K	Hold	4,324	–	–	0.15%	59
2017 Q3	$232K	Hold	4,324	–	–	0.16%	61
2017 Q2	$225K	Hold	4,324	–	–	0.16%	61
2017 Q1	$223K	Buy	+4,324	New	+$231K	0.17%	60

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

Security National Bank's USB Position: Q2 2026 in Review

Security National Bank held its US Bancorp (USB) position steady in Q2 2026 at 4,755 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #135.

Security National Bank first reported a position in USB in Q1 2017 and has held it in 18 quarters since. The position peaked at $357K in Q3 2018. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Security National Bank held 4,755 shares of US Bancorp worth $287K as of Q2 2026.
Security National Bank left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.03% of Security National Bank's portfolio in Q2 2026, its #135 holding.
Security National Bank first reported a position in US Bancorp in Q1 2017 and has held it in 18 quarters since.
Security National Bank's US Bancorp position peaked at $357K in Q3 2018.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.