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Synergy Investment Management’s US Bancorp USB Stock Holding History

Synergy Investment Management’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 		$30.4K Buy
+484
New +$27.1K 0.01% 456

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

Synergy Investment Management's USB Position: Q2 2026 in Review

Synergy Investment Management opened a new position in US Bancorp (USB) in Q2 2026: 484 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings.

2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Synergy Investment Management held 484 shares of US Bancorp worth $30.4K as of Q2 2026.
  • US Bancorp was a new Synergy Investment Management position in Q2 2026.
  • US Bancorp made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #456 holding.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.