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SteelPeak Wealth’s US Bancorp USB Stock Holding History

SteelPeak Wealth’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 		$676K Sell
11,103
-101
-0.9% -$5.66K 0.02% 378
2026
Q1 		$589K Sell
11,204
-1,601
-13% -$88K 0.02% 358
2025
Q4 		$690K Sell
12,805
-163,695
-93% -$8.05M 0.02% 317
2025
Q3 		$8.62M Buy
176,500
+155,925
+758% +$7.37M 0.29% 82
2025
Q2 		$941K Sell
20,575
-177,373
-90% -$7.46M 0.04% 268
2025
Q1 		$8.46M Buy
197,948
+17,656
+10% +$815K 0.35% 67
2024
Q4 		$8.71M Buy
180,292
+165,651
+1,131% +$8.15M 0.35% 62
2024
Q3 		$677K Sell
14,641
-88,657
-86% -$3.89M 0.03% 272
2024
Q2 		$4.15M Sell
103,298
-3,145
-3% -$128K 0.19% 92
2024
Q1 		$4.81M Sell
106,443
-90,197
-46% -$3.81M 0.24% 79
2023
Q4 		$8.61M Buy
196,640
+180,084
+1,088% +$6.58M 0.5% 50
2023
Q3 		$555K Buy
16,556
+2,113
+15% +$77K 0.03% 241
2023
Q2 		$484K Buy
+14,443
New +$467K 0.03% 247
2021
Q1 		– Sell
-6,387
Closed -$298K – 415
2020
Q4 		$298K Sell
6,387
-413
-6% -$17.5K 0.03% 261
2020
Q3 		$244K Sell
6,800
-1,800
-21% -$65.9K 0.03% 235
2020
Q2 		$317K Sell
8,600
-6,300
-42% -$225K 0.04% 198
2020
Q1 		$513K Sell
14,900
-998
-6% -$48.1K 0.08% 149
2019
Q4 		$943K Buy
+15,898
New +$919K 0.13% 134

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

SteelPeak Wealth's USB Position: Q2 2026 in Review

SteelPeak Wealth reduced its US Bancorp (USB) stake by 0.9% in Q2 2026, selling an estimated $5.66K and leaving 11,103 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #378.

SteelPeak Wealth first reported a position in USB in Q4 2019 and has held it in 18 quarters since. The position peaked at $8.71M in Q4 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • SteelPeak Wealth held 11,103 shares of US Bancorp worth $676K as of Q2 2026.
  • SteelPeak Wealth sold 101 US Bancorp shares in Q2 2026, an estimated $5.66K.
  • US Bancorp made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #378 holding.
  • SteelPeak Wealth first reported a position in US Bancorp in Q4 2019 and has held it in 18 quarters since.
  • SteelPeak Wealth's US Bancorp position peaked at $8.71M in Q4 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.