SS&H Financial Advisors’s US Bancorp USB Stock Holding History

SS&H 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	$553K	Buy	+9,161	New	+$513K	0.14%	89
2025 Q4	$489K	Hold	9,161	–	–	0.14%	94
2025 Q3	$443K	Hold	9,161	–	–	0.13%	99
2025 Q2	$415K	Buy	9,161 +975	+12%	+$41K	0.14%	95
2025 Q1	$346K	Hold	8,186	–	–	0.13%	104
2024 Q4	$392K	Hold	8,186	–	–	0.14%	101
2024 Q3	$374K	Sell	8,186 -2,055	-20%	-$90.1K	0.14%	108
2024 Q2	$407K	Hold	10,241	–	–	0.16%	102
2024 Q1	$457K	Sell	10,241 -1,075	-9%	-$45.4K	0.19%	90
2023 Q4	$490K	Sell	11,316 -146	-1%	-$5.34K	0.21%	88
2023 Q3	$379K	Buy	+11,462	New	+$418K	0.18%	97
2023 Q1	$361K	Hold	10,016	–	–	0.17%	104
2022 Q4	$437K	Hold	10,016	–	–	0.21%	90
2022 Q3	$404K	Hold	10,016	–	–	0.21%	92
2022 Q2	$461K	Sell	10,016 -56	-0.6%	-$2.8K	0.21%	90
2022 Q1	$535K	Buy	+10,072	New	+$579K	0.21%	93

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SS&H Financial Advisors's USB Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in US Bancorp (USB) in Q2 2026: 9,161 shares worth $553K. The stake represents 0.14% of the portfolio and ranks #89 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in USB as recently as Q4 2025.

SS&H Financial Advisors first reported a position in USB in Q1 2022 and has held it in 16 quarters since. 2,068 funds tracked by Wall St. Rank hold USB as of Q2 2026.

SS&H Financial Advisors held 9,161 shares of US Bancorp worth $553K as of Q2 2026.
US Bancorp was a new SS&H Financial Advisors position in Q2 2026.
US Bancorp made up 0.14% of SS&H Financial Advisors's portfolio in Q2 2026, its #89 holding.
SS&H Financial Advisors first reported a position in US Bancorp in Q1 2022 and has held it in 16 quarters since.
2,068 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.