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Soltis Investment Advisors’s US Bancorp USB Stock Holding History

Soltis Investment 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 		$602K Buy
9,966
+768
+8% +$43K 0.03% 325
2026
Q1 		$478K Buy
9,198
+936
+11% +$51.4K 0.03% 344
2025
Q4 		$441K Buy
8,262
+2,851
+53% +$140K 0.03% 344
2025
Q3 		$262K Sell
5,411
-676
-11% -$32K 0.02% 404
2025
Q2 		$275K Buy
6,087
+526
+9% +$22.1K 0.02% 339
2025
Q1 		$235K Sell
5,561
-1,758
-24% -$81.1K 0.02% 326
2024
Q4 		$350K Buy
7,319
+498
+7% +$24.5K 0.03% 270
2024
Q3 		$312K Sell
6,821
-312
-4% -$13.7K 0.03% 274
2024
Q2 		$283K Sell
7,133
-516
-7% -$21K 0.03% 267
2024
Q1 		$342K Sell
7,649
-50
-0.6% -$2.11K 0.04% 236
2023
Q4 		$333K Sell
7,699
-362
-4% -$13.2K 0.04% 230
2023
Q3 		$267K Buy
+8,061
New +$294K 0.03% 230
2023
Q2 		– Sell
-5,825
Closed -$210K – 282
2023
Q1 		$210K Buy
+5,825
New +$259K 0.03% 244

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

Soltis Investment Advisors's USB Position: Q2 2026 in Review

Soltis Investment Advisors increased its US Bancorp (USB) stake by 8.3% in Q2 2026, buying an estimated $43K and bringing the position to 9,966 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #325.

Soltis Investment Advisors first reported a position in USB in Q1 2023 and has held it in 13 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Soltis Investment Advisors held 9,966 shares of US Bancorp worth $602K as of Q2 2026.
  • Soltis Investment Advisors bought 768 US Bancorp shares in Q2 2026, an estimated $43K.
  • US Bancorp made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #325 holding.
  • Soltis Investment Advisors first reported a position in US Bancorp in Q1 2023 and has held it in 13 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.