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Strategic Wealth Partners’s US Bancorp USB Stock Holding History

Strategic Wealth Partners’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 		$20.6K Sell
341
-168
-33% -$9.41K ﹤0.01% 740
2026
Q1 		$26.5K Buy
509
+16
+3% +$879 ﹤0.01% 644
2025
Q4 		$26.3K Sell
493
-17
-3% -$836 ﹤0.01% 640
2025
Q3 		$24.6K Sell
510
-63
-11% -$2.98K ﹤0.01% 689
2025
Q2 		$25.9K Buy
+573
New +$24.1K ﹤0.01% 602
2020
Q2 		– Sell
-21,364
Closed -$1.27M – 167
2020
Q1 		$1.27M Hold
21,364
– – 0.66% 42
2019
Q4 		$1.27M Sell
21,364
-748
-3% -$43.2K 0.66% 42
2019
Q3 		$70.3K Sell
22,112
-1,647
-7% -$89K 0.36% 75
2019
Q2 		$1.25M Sell
23,759
-1,908
-7% -$98.3K 0.6% 49
2019
Q1 		$1.26M Buy
25,667
+3,314
+15% +$166K 0.58% 51
2018
Q4 		$1.07M Buy
22,353
+446
+2% +$23K 0.54% 52
2018
Q3 		$1.16M Buy
21,907
+2,501
+13% +$132K 0.62% 53
2018
Q2 		$971K Buy
19,406
+869
+5% +$44.1K 0.56% 57
2018
Q1 		$936K Buy
18,537
+18,332
+8,942% +$1M 0.48% 71
2017
Q4 		$11K Buy
+205
New +$11K 0.01% 489

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

Strategic Wealth Partners's USB Position: Q2 2026 in Review

Strategic Wealth Partners reduced its US Bancorp (USB) stake by 33% in Q2 2026, selling an estimated $9.41K and leaving 341 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Strategic Wealth Partners first reported a position in USB in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.27M in Q1 2020. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Strategic Wealth Partners held 341 shares of US Bancorp worth $20.6K as of Q2 2026.
  • Strategic Wealth Partners sold 168 US Bancorp shares in Q2 2026, an estimated $9.41K.
  • US Bancorp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #740 holding.
  • Strategic Wealth Partners first reported a position in US Bancorp in Q4 2017 and has held it in 15 quarters since.
  • Strategic Wealth Partners's US Bancorp position peaked at $1.27M in Q1 2020.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.