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Southland Equity Partners’s US Bancorp USB Stock Holding History

Southland Equity Partners’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 		$250K Buy
4,134
+183
+5% +$10.3K 0.04% 263
2026
Q1 		$206K Buy
3,951
+74
+2% +$4.07K 0.04% 267
2025
Q4 		$207K Buy
+3,877
New +$191K 0.04% 250

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

Southland Equity Partners's USB Position: Q2 2026 in Review

Southland Equity Partners increased its US Bancorp (USB) stake by 4.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,134 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #263.

Southland Equity Partners first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Southland Equity Partners held 4,134 shares of US Bancorp worth $250K as of Q2 2026.
  • Southland Equity Partners bought 183 US Bancorp shares in Q2 2026, an estimated $10.3K.
  • US Bancorp made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #263 holding.
  • Southland Equity Partners first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.