SSG
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Summit Securities Group’s US Bancorp USB Stock Holding History

Summit Securities Group’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
2014
Q2 		– Sell
-120
Closed -$87K – 654
2014
Q1 		$87K Buy
+120
New +$4.93K 0.05% 148

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 Securities Group's USB Position: Q2 2026 in Review

Summit Securities Group reduced its US Bancorp (USB) stake by 45% in Q2 2026, selling an estimated $44.5K and leaving 960 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #560.

Summit Securities Group first reported a position in USB in Q2 2013 and has held it in 37 quarters since. The position peaked at $19.6M in Q3 2019. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Summit Securities Group held 960 shares of US Bancorp worth $58K as of Q2 2026.
  • Summit Securities Group sold 795 US Bancorp shares in Q2 2026, an estimated $44.5K.
  • US Bancorp made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #560 holding.
  • Summit Securities Group first reported a position in US Bancorp in Q2 2013 and has held it in 37 quarters since.
  • Summit Securities Group's US Bancorp position peaked at $19.6M in Q3 2019.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.