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Souders Financial Advisors’s US Bancorp USB Stock Holding History

Souders Financial 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 		$421K Buy
6,965
+1,511
+28% +$84.7K 0.04% 159
2026
Q1 		$284K Buy
5,454
+273
+5% +$15K 0.03% 191
2025
Q4 		$276K Buy
5,181
+29
+0.6% +$1.43K 0.03% 186
2025
Q3 		$249K Buy
5,152
+75
+1% +$3.55K 0.03% 185
2025
Q2 		$230K Buy
+5,077
New +$213K 0.03% 189
2025
Q1 		– Sell
-4,394
Closed -$210K – 192
2024
Q4 		$210K Buy
+4,394
New +$216K 0.03% 173
2022
Q2 		– Sell
-3,872
Closed -$206K – 152
2022
Q1 		$206K Sell
3,872
-84
-2% -$4.83K 0.06% 139
2021
Q4 		$222K Sell
3,956
-177
-4% -$10.5K 0.06% 129
2021
Q3 		$246K Hold
4,133
– – 0.08% 122
2021
Q2 		$235K Hold
4,133
– – 0.08% 125
2021
Q1 		$229K Buy
+4,133
New +$206K 0.09% 114

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

Souders Financial Advisors's USB Position: Q2 2026 in Review

Souders Financial Advisors increased its US Bancorp (USB) stake by 28% in Q2 2026, buying an estimated $84.7K and bringing the position to 6,965 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #159.

Souders Financial Advisors first reported a position in USB in Q1 2021 and has held it in 11 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Souders Financial Advisors held 6,965 shares of US Bancorp worth $421K as of Q2 2026.
  • Souders Financial Advisors bought 1,511 US Bancorp shares in Q2 2026, an estimated $84.7K.
  • US Bancorp made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Souders Financial Advisors first reported a position in US Bancorp in Q1 2021 and has held it in 11 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.