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SHP Wealth Management’s US Bancorp USB Stock Holding History

SHP Wealth Management’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 		$21.5K Buy
355
+78
+28% +$4.37K ﹤0.01% 762
2026
Q1 		$14.4K Buy
277
+120
+76% +$6.59K ﹤0.01% 810
2025
Q4 		$8.4K Buy
+157
New +$7.72K ﹤0.01% 880

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

SHP Wealth Management's USB Position: Q2 2026 in Review

SHP Wealth Management increased its US Bancorp (USB) stake by 28% in Q2 2026, buying an estimated $4.37K and bringing the position to 355 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

SHP Wealth Management first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • SHP Wealth Management held 355 shares of US Bancorp worth $21.5K as of Q2 2026.
  • SHP Wealth Management bought 78 US Bancorp shares in Q2 2026, an estimated $4.37K.
  • US Bancorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #762 holding.
  • SHP Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.