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Sound View Wealth Advisors Group’s US Bancorp USB Stock Holding History

Sound View Wealth Advisors Group’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 		$831K Buy
13,758
+1,886
+16% +$106K 0.05% 220
2026
Q1 		$617K Buy
11,872
+240
+2% +$13.2K 0.04% 252
2025
Q4 		$621K Sell
11,632
-169
-1% -$8.31K 0.04% 247
2025
Q3 		$570K Sell
11,801
-940
-7% -$44.5K 0.04% 258
2025
Q2 		$577K Sell
12,741
-1,515
-11% -$63.7K 0.04% 251
2025
Q1 		$602K Buy
14,256
+2,401
+20% +$111K 0.05% 234
2024
Q4 		$567K Sell
11,855
-3,097
-21% -$152K 0.05% 245
2024
Q3 		$684K Buy
14,952
+1,274
+9% +$55.9K 0.06% 225
2024
Q2 		$543K Buy
13,678
+2,287
+20% +$93.3K 0.06% 228
2024
Q1 		$509K Sell
11,391
-1,201
-10% -$50.7K 0.05% 235
2023
Q4 		$545K Buy
12,592
+1,967
+19% +$71.9K 0.06% 224
2023
Q3 		$351K Sell
10,625
-760
-7% -$27.7K 0.04% 267
2023
Q2 		$376K Buy
11,385
+1,935
+20% +$62.5K 0.05% 259
2023
Q1 		$341K Sell
9,450
-3,142
-25% -$140K 0.05% 268
2022
Q4 		$545K Buy
+12,592
New +$539K 0.06% 224
2022
Q3 		– Sell
-4,660
Closed -$214K – 280
2022
Q2 		$214K Hold
4,660
– – 0.04% 262
2022
Q1 		$248K Hold
4,660
– – 0.05% 263
2021
Q4 		$262K Hold
4,660
– – 0.05% 261
2021
Q3 		$277K Hold
4,660
– – 0.06% 242
2021
Q2 		$265K Sell
4,660
-55
-1% -$3.23K 0.06% 246
2021
Q1 		$261K Buy
4,715
+46
+1% +$2.3K 0.06% 236
2020
Q4 		$218K Buy
+4,669
New +$198K 0.05% 238
2020
Q1 		– Sell
-5,530
Closed -$328K – 237
2019
Q4 		$328K Sell
5,530
-407
-7% -$23.5K 0.09% 176
2019
Q3 		$329K Sell
5,937
-325
-5% -$17.6K 0.1% 180
2019
Q2 		$328K Buy
+6,262
New +$323K 0.1% 181

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

Sound View Wealth Advisors Group's USB Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its US Bancorp (USB) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 13,758 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #220.

Sound View Wealth Advisors Group first reported a position in USB in Q2 2019 and has held it in 25 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Sound View Wealth Advisors Group held 13,758 shares of US Bancorp worth $831K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,886 US Bancorp shares in Q2 2026, an estimated $106K.
  • US Bancorp made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #220 holding.
  • Sound View Wealth Advisors Group first reported a position in US Bancorp in Q2 2019 and has held it in 25 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.