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Summit Financial’s US Bancorp USB Stock Holding History

Summit Financial’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 		$3.25M Buy
53,314
+9,953
+23% +$558K 0.04% 473
2026
Q1 		$2.28M Buy
43,361
+2,987
+7% +$164K 0.03% 540
2025
Q4 		$2.18M Sell
40,374
-6
-0% -$295 0.03% 475
2025
Q3 		$1.95M Buy
40,380
+1,578
+4% +$74.6K 0.03% 485
2025
Q2 		$1.78M Sell
38,802
-152
-0.4% -$6.39K 0.04% 313
2025
Q1 		$1.64M Buy
38,954
+5,113
+15% +$236K 0.05% 287
2024
Q4 		$1.63M Buy
33,841
+28,628
+549% +$1.41M 0.06% 244
2024
Q3 		$241K Buy
+5,213
New +$229K 0.01% 492

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

Summit Financial's USB Position: Q2 2026 in Review

Summit Financial increased its US Bancorp (USB) stake by 23% in Q2 2026, buying an estimated $558K and bringing the position to 53,314 shares worth $3.25M. The position accounts for 0.04% of the portfolio, ranked #473.

Summit Financial first reported a position in USB in Q3 2024 and has held it in 8 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Summit Financial held 53,314 shares of US Bancorp worth $3.25M as of Q2 2026.
  • Summit Financial bought 9,953 US Bancorp shares in Q2 2026, an estimated $558K.
  • US Bancorp made up 0.04% of Summit Financial's portfolio in Q2 2026, its #473 holding.
  • Summit Financial first reported a position in US Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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