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Stiles Financial Services’s US Bancorp USB Stock Holding History

Stiles Financial Services’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 		$1.44M Buy
23,839
+29
+0.1% +$1.63K 0.36% 72
2026
Q1 		$1.24M Sell
23,810
-1,435
-6% -$78.9K 0.38% 73
2025
Q4 		$1.35M Sell
25,245
-814
-3% -$40K 0.41% 66
2025
Q3 		$1.26M Sell
26,059
-1,448
-5% -$68.5K 0.4% 76
2025
Q2 		$1.24M Sell
27,507
-217
-0.8% -$9.12K 0.43% 73
2025
Q1 		$1.17M Sell
27,724
-1,514
-5% -$69.9K 0.45% 70
2024
Q4 		$1.4M Sell
29,238
-1,466
-5% -$72.1K 0.51% 62
2024
Q3 		$1.4M Sell
30,704
-4,714
-13% -$207K 0.49% 66
2024
Q2 		$1.41M Sell
35,418
-4,582
-11% -$187K 0.54% 61
2024
Q1 		$1.79M Sell
40,000
-1,930
-5% -$81.4K 0.72% 47
2023
Q4 		$1.81M Sell
41,930
-2,977
-7% -$109K 0.82% 41
2023
Q3 		$1.48M Sell
44,907
-4,525
-9% -$165K 0.77% 42
2023
Q2 		$1.63M Sell
49,432
-1,871
-4% -$60.5K 0.81% 37
2023
Q1 		$1.85M Buy
51,303
+1,777
+4% +$79.2K 0.99% 29
2022
Q4 		$2.16M Sell
49,526
-1,322
-3% -$56.6K 1.23% 22
2022
Q3 		$2.05M Buy
50,848
+1,079
+2% +$49.9K 1.25% 19
2022
Q2 		$2.29M Sell
49,769
-418
-0.8% -$20.9K 1.38% 17
2022
Q1 		$2.67M Buy
50,187
+1,414
+3% +$81.3K 1.34% 17
2021
Q4 		$2.74M Buy
+48,773
New +$2.88M 1.32% 18

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

Stiles Financial Services's USB Position: Q2 2026 in Review

Stiles Financial Services increased its US Bancorp (USB) stake by 0.12% in Q2 2026, buying an estimated $1.63K and bringing the position to 23,839 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #72.

Stiles Financial Services first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q4 2021. 2,065 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Stiles Financial Services held 23,839 shares of US Bancorp worth $1.44M as of Q2 2026.
  • Stiles Financial Services bought 29 US Bancorp shares in Q2 2026, an estimated $1.63K.
  • US Bancorp made up 0.36% of Stiles Financial Services's portfolio in Q2 2026, its #72 holding.
  • Stiles Financial Services first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's US Bancorp position peaked at $2.74M in Q4 2021.
  • 2,065 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.