SGCA
USB icon

Steel Grove Capital Advisors’s US Bancorp USB Stock Holding History

Steel Grove Capital 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 		$2.06M Buy
34,082
+344
+1% +$19.3K 0.19% 57
2026
Q1 		$1.75M Buy
33,738
+2,848
+9% +$156K 0.18% 67
2025
Q4 		$1.65M Buy
+30,890
New +$1.52M 0.17% 62
2019
Q1 		– Sell
-11,503
Closed -$530K – 266
2018
Q4 		$530K Sell
11,503
-247
-2% -$12.7K 0.08% 187
2018
Q3 		$625K Buy
11,750
+218
+2% +$11.5K 0.09% 177
2018
Q2 		$580K Sell
11,532
-51
-0.4% -$2.59K 0.09% 173
2018
Q1 		$588K Buy
11,583
+137
+1% +$7.5K 0.09% 198
2017
Q4 		$617K Buy
11,446
+42
+0.4% +$2.26K 0.09% 182
2017
Q3 		$615K Buy
11,404
+41
+0.4% +$2.15K 0.11% 145
2017
Q2 		$593K Buy
11,363
+41
+0.4% +$2.11K 0.11% 154
2017
Q1 		$586K Buy
11,322
+41
+0.4% +$2.19K 0.1% 149
2016
Q4 		$583K Buy
11,281
+48
+0.4% +$2.28K 0.12% 136
2016
Q3 		$485K Hold
11,233
– – 0.11% 112
2016
Q2 		$456K Hold
11,233
– – 0.11% 108
2016
Q1 		$459K Hold
11,233
– – 0.12% 97
2015
Q4 		$482K Buy
11,233
+964
+9% +$41.2K 0.12% 116
2015
Q3 		$423K Buy
10,269
+1,337
+15% +$57.9K 0.11% 115
2015
Q2 		$388K Buy
+8,932
New +$390K 0.09% 107

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

Steel Grove Capital Advisors's USB Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its US Bancorp (USB) stake by 1% in Q2 2026, buying an estimated $19.3K and bringing the position to 34,082 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #57.

Steel Grove Capital Advisors first reported a position in USB in Q2 2015 and has held it in 18 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Steel Grove Capital Advisors held 34,082 shares of US Bancorp worth $2.06M as of Q2 2026.
  • Steel Grove Capital Advisors bought 344 US Bancorp shares in Q2 2026, an estimated $19.3K.
  • US Bancorp made up 0.19% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #57 holding.
  • Steel Grove Capital Advisors first reported a position in US Bancorp in Q2 2015 and has held it in 18 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.