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Strategic Family Wealth Counselors’s US Bancorp USB Stock Holding History

Strategic Family Wealth Counselors’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 		$359K Hold
5,940
– – 0.08% 129
2026
Q1 		$309K Sell
5,940
-3,354
-36% -$184K 0.08% 132
2025
Q4 		$505K Buy
9,294
+3,354
+56% +$165K 0.11% 119
2025
Q3 		$287K Hold
5,940
– – 0.07% 127
2025
Q2 		$269K Sell
5,940
-88
-1% -$3.7K 0.08% 124
2025
Q1 		$255K Buy
6,028
+10
+0.2% +$461 0.08% 125
2024
Q4 		$288K Buy
6,018
+810
+16% +$39.8K 0.09% 113
2024
Q3 		$238K Buy
5,208
+71
+1% +$3.11K 0.08% 117
2024
Q2 		$204K Hold
5,137
– – 0.08% 119
2024
Q1 		$230K Hold
5,137
– – 0.09% 106
2023
Q4 		$222K Buy
+5,137
New +$188K 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

Strategic Family Wealth Counselors's USB Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its US Bancorp (USB) position steady in Q2 2026 at 5,940 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #129.

Strategic Family Wealth Counselors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Strategic Family Wealth Counselors held 5,940 shares of US Bancorp worth $359K as of Q2 2026.
  • Strategic Family Wealth Counselors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #129 holding.
  • Strategic Family Wealth Counselors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Strategic Family Wealth Counselors's US Bancorp position peaked at $505K in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.