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Shulman DeMeo Asset Management’s US Bancorp USB Stock Holding History

Shulman DeMeo Asset 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 		$334K Buy
5,535
+20
+0.4% +$1.12K 0.06% 102
2026
Q1 		$287K Buy
5,515
+36
+0.7% +$1.98K 0.06% 108
2025
Q4 		$292K Buy
5,479
+26
+0.5% +$1.28K 0.07% 94
2025
Q3 		$264K Buy
5,453
+49
+0.9% +$2.32K 0.06% 101
2025
Q2 		$245K Buy
5,404
+58
+1% +$2.44K 0.06% 100
2025
Q1 		$226K Sell
5,346
-55
-1% -$2.54K 0.06% 101
2024
Q4 		$258K Sell
5,401
-381
-7% -$18.7K 0.07% 100
2024
Q3 		$264K Sell
5,782
-39
-0.7% -$1.71K 0.06% 110
2024
Q2 		$231K Buy
5,821
+546
+10% +$22.3K 0.06% 113
2024
Q1 		$236K Buy
5,275
+382
+8% +$16.1K 0.06% 115
2023
Q4 		$212K Buy
+4,893
New +$179K 0.06% 121
2023
Q3 		– Sell
-6,115
Closed -$202K – 134
2023
Q2 		$202K Buy
6,115
+26
+0.4% +$840 0.06% 121
2023
Q1 		$220K Buy
6,089
+20
+0.3% +$891 0.07% 120
2022
Q4 		$265K Sell
6,069
-553
-8% -$23.7K 0.09% 107
2022
Q3 		$267K Sell
6,622
-201
-3% -$9.3K 0.09% 104
2022
Q2 		$314K Buy
6,823
+175
+3% +$8.74K 0.1% 95
2022
Q1 		$353K Buy
6,648
+638
+11% +$36.7K 0.1% 98
2021
Q4 		$338K Buy
6,010
+52
+0.9% +$3.08K 0.09% 109
2021
Q3 		$354K Buy
+5,958
New +$339K 0.31% 55
2020
Q1 		– Sell
-3,872
Closed -$230K – 127
2019
Q4 		$230K Buy
+3,872
New +$224K 0.08% 119

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

Shulman DeMeo Asset Management's USB Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its US Bancorp (USB) stake by 0.36% in Q2 2026, buying an estimated $1.12K and bringing the position to 5,535 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #102.

Shulman DeMeo Asset Management first reported a position in USB in Q4 2019 and has held it in 20 quarters since. The position peaked at $354K in Q3 2021. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Shulman DeMeo Asset Management held 5,535 shares of US Bancorp worth $334K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 20 US Bancorp shares in Q2 2026, an estimated $1.12K.
  • US Bancorp made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #102 holding.
  • Shulman DeMeo Asset Management first reported a position in US Bancorp in Q4 2019 and has held it in 20 quarters since.
  • Shulman DeMeo Asset Management's US Bancorp position peaked at $354K in Q3 2021.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.