Symphony Financial’s US Bancorp USB Stock Holding History

Symphony 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	$233K	Sell	3,849 -160	-4%	-$8.96K	0.03%	321
2026 Q1	$207K	Buy	+4,009	New	+$220K	0.03%	303

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 $3.38T AUM 44.17% 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

Symphony Financial's USB Position: Q2 2026 in Review

Symphony Financial reduced its US Bancorp (USB) stake by 4% in Q2 2026, selling an estimated $8.96K and leaving 3,849 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #321.

Symphony Financial first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Symphony Financial held 3,849 shares of US Bancorp worth $233K as of Q2 2026.
Symphony Financial sold 160 US Bancorp shares in Q2 2026, an estimated $8.96K.
US Bancorp made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #321 holding.
Symphony Financial first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.