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Simplicity Wealth’s US Bancorp USB Stock Holding History

Simplicity Wealth’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 		$1.13M Buy
18,788
+3,985
+27% +$223K 0.04% 389
2026
Q1 		$770K Buy
14,803
+909
+7% +$49.9K 0.04% 350
2025
Q4 		$741K Buy
13,894
+561
+4% +$27.6K 0.04% 345
2025
Q3 		$644K Sell
13,333
-1,689
-11% -$79.9K 0.04% 388
2025
Q2 		$680K Buy
15,022
+10,159
+209% +$427K 0.03% 396
2025
Q1 		$205K Buy
+4,863
New +$224K 0.02% 524
2024
Q3 		– Sell
-40,727
Closed -$1.62M – 1170
2024
Q2 		$1.62M Sell
40,727
-7,193
-15% -$293K 0.04% 394
2024
Q1 		$2.14M Buy
+47,920
New +$2.02M 0.05% 340

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

Simplicity Wealth's USB Position: Q2 2026 in Review

Simplicity Wealth increased its US Bancorp (USB) stake by 27% in Q2 2026, buying an estimated $223K and bringing the position to 18,788 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #389.

Simplicity Wealth first reported a position in USB in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2024. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Simplicity Wealth held 18,788 shares of US Bancorp worth $1.13M as of Q2 2026.
  • Simplicity Wealth bought 3,985 US Bancorp shares in Q2 2026, an estimated $223K.
  • US Bancorp made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #389 holding.
  • Simplicity Wealth first reported a position in US Bancorp in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's US Bancorp position peaked at $2.14M in Q1 2024.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.