Sunrise Financial Services’s US Bancorp USB Stock Holding History

Sunrise 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	$295K	Hold	4,892	–	–	0.18%	51
2026 Q1	$254K	Hold	4,892	–	–	0.18%	52
2025 Q4	$261K	Buy	+4,892	New	+$241K	0.2%	42

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sunrise Financial Services held its US Bancorp (USB) position steady in Q2 2026 at 4,892 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #51.

Sunrise Financial Services first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Sunrise Financial Services held 4,892 shares of US Bancorp worth $295K as of Q2 2026.
Sunrise Financial Services left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.18% of Sunrise Financial Services's portfolio in Q2 2026, its #51 holding.
Sunrise Financial Services first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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