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Sequoia Financial Advisors’s US Bancorp USB Stock Holding History

Sequoia Financial 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 		$9.84M Sell
162,867
-1,518
-0.9% -$85.1K 0.05% 232
2026
Q1 		$8.55M Buy
164,385
+1,555
+1% +$85.4K 0.05% 226
2025
Q4 		$8.69M Sell
162,830
-27,005
-14% -$1.33M 0.05% 220
2025
Q3 		$9.17M Buy
189,835
+11,113
+6% +$526K 0.06% 209
2025
Q2 		$8.09M Buy
178,722
+6,427
+4% +$270K 0.06% 212
2025
Q1 		$7.27M Buy
172,295
+40,340
+31% +$1.86M 0.06% 225
2024
Q4 		$6.31M Buy
131,955
+32,355
+32% +$1.59M 0.06% 228
2024
Q3 		$4.55M Buy
99,600
+69,934
+236% +$3.07M 0.05% 225
2024
Q2 		$1.18M Sell
29,666
-97,116
-77% -$3.96M 0.01% 446
2024
Q1 		$5.67M Sell
126,782
-23,724
-16% -$1M 0.07% 186
2023
Q4 		$6.51M Buy
150,506
+8,787
+6% +$321K 0.08% 188
2023
Q3 		$4.69M Sell
141,719
-20,800
-13% -$758K 0.08% 156
2023
Q2 		$5.37M Sell
162,519
-54,147
-25% -$1.75M 0.09% 153
2023
Q1 		$7.81M Buy
216,666
+26,322
+14% +$1.17M 0.17% 111
2022
Q4 		$8.3M Buy
190,344
+60,858
+47% +$2.6M 0.2% 103
2022
Q3 		$5.22M Buy
129,486
+12,560
+11% +$581K 0.16% 113
2022
Q2 		$5.38M Buy
116,926
+23,578
+25% +$1.18M 0.15% 112
2022
Q1 		$4.96M Buy
93,348
+16,259
+21% +$934K 0.12% 118
2021
Q4 		$4.33M Buy
77,089
+69,989
+986% +$4.14M 0.12% 121
2021
Q3 		$422K Sell
7,100
-46,793
-87% -$2.66M 0.04% 170
2021
Q2 		$3.07M Buy
53,893
+14,197
+36% +$833K 0.11% 117
2021
Q1 		$2.2M Buy
39,696
+30,983
+356% +$1.55M 0.09% 121
2020
Q4 		$406K Buy
8,713
+246
+3% +$10.4K 0.02% 280
2020
Q3 		$304K Buy
8,467
+220
+3% +$8.05K 0.02% 295
2020
Q2 		$304K Sell
8,247
-7,054
-46% -$251K 0.02% 286
2020
Q1 		$527K Buy
15,301
+8,397
+122% +$405K 0.04% 192
2019
Q4 		$409K Buy
6,904
+338
+5% +$19.5K 0.03% 247
2019
Q3 		$363K Buy
6,566
+21
+0.3% +$1.14K 0.03% 246
2019
Q2 		$343K Sell
6,545
-150
-2% -$7.73K 0.03% 265
2019
Q1 		$323K Buy
6,695
+468
+8% +$23.5K 0.03% 258
2018
Q4 		$285K Buy
6,227
+320
+5% +$16.5K 0.03% 214
2018
Q3 		$312K Sell
5,907
-1,090
-16% -$57.7K 0.03% 223
2018
Q2 		$350K Buy
6,997
+249
+4% +$12.6K 0.04% 201
2018
Q1 		$341K Buy
6,748
+124
+2% +$6.78K 0.04% 209
2017
Q4 		$355K Sell
6,624
-519
-7% -$27.9K 0.04% 208
2017
Q3 		$383K Buy
7,143
+393
+6% +$20.6K 0.05% 182
2017
Q2 		$350K Sell
6,750
-58
-0.9% -$2.99K 0.04% 189
2017
Q1 		$351K Sell
6,808
-635
-9% -$33.9K 0.04% 175
2016
Q4 		$382K Hold
7,443
– – 0.05% 165
2016
Q3 		$319K Sell
7,443
-789
-10% -$33.5K 0.06% 163
2016
Q2 		$332K Sell
8,232
-1,120
-12% -$46.6K 0.09% 158
2016
Q1 		$380K Buy
9,352
+911
+11% +$36.4K 0.12% 115
2015
Q4 		$360K Sell
8,441
-246
-3% -$10.5K 0.15% 108
2015
Q3 		$356K Buy
8,687
+145
+2% +$6.28K 0.15% 105
2015
Q2 		$371K Buy
8,542
+1,365
+19% +$59.7K 0.16% 114
2015
Q1 		$313K Buy
7,177
+1,644
+30% +$72K 0.14% 124
2014
Q4 		$249K Buy
+5,533
New +$238K 0.17% 126

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

Sequoia Financial Advisors's USB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its US Bancorp (USB) stake by 0.92% in Q2 2026, selling an estimated $85.1K and leaving 162,867 shares worth $9.84M. The position accounts for 0.05% of the portfolio, ranked #232.

Sequoia Financial Advisors first reported a position in USB in Q4 2014 and has held it in 47 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Sequoia Financial Advisors held 162,867 shares of US Bancorp worth $9.84M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,518 US Bancorp shares in Q2 2026, an estimated $85.1K.
  • US Bancorp made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #232 holding.
  • Sequoia Financial Advisors first reported a position in US Bancorp in Q4 2014 and has held it in 47 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.