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Spire Wealth Management’s US Bancorp USB Stock Holding History

Spire Wealth Management’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 		$219K Sell
3,633
-230
-6% -$12.9K 0.01% 755
2026
Q1 		$201K Buy
3,863
+1,215
+46% +$66.8K 0.01% 771
2025
Q4 		$141K Buy
2,648
+264
+11% +$13K ﹤0.01% 893
2025
Q3 		$115K Buy
2,384
+327
+16% +$15.5K ﹤0.01% 943
2025
Q2 		$93.1K Sell
2,057
-87
-4% -$3.66K ﹤0.01% 996
2025
Q1 		$90.5K Sell
2,144
-664
-24% -$30.6K ﹤0.01% 1072
2024
Q4 		$134K Sell
2,808
-1,113
-28% -$54.8K ﹤0.01% 939
2024
Q3 		$179K Sell
3,921
-2,606
-40% -$114K 0.01% 759
2024
Q2 		$259K Sell
6,527
-2,313
-26% -$94.3K 0.01% 654
2024
Q1 		$395K Buy
8,840
+636
+8% +$26.8K 0.01% 582
2023
Q4 		$345K Buy
8,204
+145
+2% +$5.3K 0.01% 610
2023
Q3 		$266K Buy
8,059
+171
+2% +$6.23K 0.01% 622
2023
Q2 		$261K Sell
7,888
-2,810
-26% -$90.8K 0.01% 646
2023
Q1 		$386K Buy
10,698
+1,657
+18% +$73.8K 0.02% 552
2022
Q4 		$394K Buy
9,041
+765
+9% +$32.7K 0.02% 402
2022
Q3 		$334K Sell
8,276
-1,454
-15% -$67.3K 0.02% 412
2022
Q2 		$448K Sell
9,730
-7,354
-43% -$367K 0.02% 506
2022
Q1 		$908K Sell
17,084
-453
-3% -$26K 0.02% 409
2021
Q4 		$985K Buy
17,537
+2,621
+18% +$155K 0.02% 474
2021
Q3 		$887K Sell
14,916
-234
-2% -$13.3K 0.02% 437
2021
Q2 		$863K Sell
15,150
-936
-6% -$54.9K 0.02% 465
2021
Q1 		$891K Buy
+16,086
New +$803K 0.02% 480

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

Spire Wealth Management's USB Position: Q2 2026 in Review

Spire Wealth Management reduced its US Bancorp (USB) stake by 6% in Q2 2026, selling an estimated $12.9K and leaving 3,633 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #755.

Spire Wealth Management first reported a position in USB in Q1 2021 and has held it in 22 quarters since. The position peaked at $985K in Q4 2021. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Spire Wealth Management held 3,633 shares of US Bancorp worth $219K as of Q2 2026.
  • Spire Wealth Management sold 230 US Bancorp shares in Q2 2026, an estimated $12.9K.
  • US Bancorp made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #755 holding.
  • Spire Wealth Management first reported a position in US Bancorp in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's US Bancorp position peaked at $985K in Q4 2021.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.