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Silver Oak Securities’s US Bancorp USB Stock Holding History

Silver Oak Securities’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 		$529K Buy
8,752
+1,077
+14% +$60.3K 0.03% 452
2026
Q1 		$399K Sell
7,675
-1,665
-18% -$91.5K 0.03% 496
2025
Q4 		$507K Buy
9,340
+2,382
+34% +$117K 0.03% 454
2025
Q3 		$336K Buy
6,958
+3,379
+94% +$160K 0.03% 550
2025
Q2 		$162K Buy
+3,579
New +$150K 0.01% 657
2024
Q4 		– Sell
-3,495
Closed -$159K – 657
2024
Q3 		$159K Buy
+3,495
New +$153K 0.02% 509

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

Silver Oak Securities's USB Position: Q2 2026 in Review

Silver Oak Securities increased its US Bancorp (USB) stake by 14% in Q2 2026, buying an estimated $60.3K and bringing the position to 8,752 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #452.

Silver Oak Securities first reported a position in USB in Q3 2024 and has held it in 6 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Silver Oak Securities held 8,752 shares of US Bancorp worth $529K as of Q2 2026.
  • Silver Oak Securities bought 1,077 US Bancorp shares in Q2 2026, an estimated $60.3K.
  • US Bancorp made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #452 holding.
  • Silver Oak Securities first reported a position in US Bancorp in Q3 2024 and has held it in 6 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.