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TCI Wealth Advisors’s US Bancorp USB Stock Holding History

TCI Wealth Advisors’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 		$328K Sell
5,431
-445
-8% -$24.9K 0.01% 197
2026
Q1 		$306K Buy
5,876
+115
+2% +$6.32K 0.02% 187
2025
Q4 		$307K Buy
5,761
+9
+0.2% +$443 0.02% 190
2025
Q3 		$278K Buy
5,752
+13
+0.2% +$615 0.02% 200
2025
Q2 		$260K Sell
5,739
-897
-14% -$37.7K 0.02% 197
2025
Q1 		$280K Buy
6,636
+791
+14% +$36.5K 0.02% 177
2024
Q4 		$280K Buy
5,845
+832
+17% +$40.9K 0.02% 177
2024
Q3 		$229K Buy
+5,013
New +$220K 0.02% 214
2024
Q2 		– Sell
-4,914
Closed -$220K – 231
2024
Q1 		$220K Buy
4,914
+24
+0.5% +$1.01K 0.02% 201
2023
Q4 		$212K Buy
+4,890
New +$179K 0.02% 193
2023
Q2 		– Sell
-4,921
Closed -$177K – 2130
2023
Q1 		$177K Buy
4,921
+474
+11% +$21.1K 0.02% 199
2022
Q4 		$194K Sell
4,447
-216
-5% -$9.24K 0.03% 183
2022
Q3 		$188K Sell
4,663
-13
-0.3% -$602 0.03% 171
2022
Q2 		$215K Buy
4,676
+399
+9% +$19.9K 0.03% 155
2022
Q1 		$227K Sell
4,277
-13
-0.3% -$747 0.03% 163
2021
Q4 		$241K Hold
4,290
– – 0.04% 161
2021
Q3 		$255K Buy
4,290
+140
+3% +$7.97K 0.04% 160
2021
Q2 		$236K Buy
4,150
+49
+1% +$2.88K 0.04% 169
2021
Q1 		$227K Buy
4,101
+210
+5% +$10.5K 0.1% 151
2020
Q4 		$181K Sell
3,891
-3,041
-44% -$129K 0.08% 169
2020
Q3 		$249K Sell
6,932
-103
-1% -$3.77K 0.1% 139
2020
Q2 		$259K Buy
7,035
+73
+1% +$2.6K 0.11% 126
2020
Q1 		$240K Buy
6,962
+320
+5% +$15.4K 0.12% 125
2019
Q4 		$394K Buy
6,642
+80
+1% +$4.63K 0.15% 108
2019
Q3 		$363K Sell
6,562
-65
-1% -$3.51K 0.16% 100
2019
Q2 		$347K Sell
6,627
-28
-0.4% -$1.44K 0.16% 101
2019
Q1 		$321K Buy
6,655
+11
+0.2% +$552 0.14% 110
2018
Q4 		$304K Sell
6,644
-9
-0.1% -$463 0.15% 109
2018
Q3 		$351K Buy
6,653
+12
+0.2% +$636 0.15% 107
2018
Q2 		$332K Buy
6,641
+164
+3% +$8.32K 0.15% 107
2018
Q1 		$327K Sell
6,477
-1,433
-18% -$78.4K 0.15% 104
2017
Q4 		$424K Buy
7,910
+185
+2% +$9.96K 0.19% 100
2017
Q3 		$414K Sell
7,725
-400
-5% -$20.9K 0.2% 86
2017
Q2 		$422K Buy
8,125
+62
+0.8% +$3.19K 0.22% 83
2017
Q1 		$415K Hold
8,063
– – 0.22% 81
2016
Q4 		$414K Sell
8,063
-5
-0.1% -$238 0.22% 81
2016
Q3 		$346K Sell
8,068
-58
-0.7% -$2.46K 0.19% 89
2016
Q2 		$328K Hold
8,126
– – 0.18% 90
2016
Q1 		$330K Hold
8,126
– – 0.18% 92
2015
Q4 		$347K Buy
8,126
+1,270
+19% +$54.3K 0.19% 90
2015
Q3 		$281K Buy
6,856
+794
+13% +$34.4K 0.17% 101
2015
Q2 		$263K Sell
6,062
-20
-0.3% -$874 0.15% 109
2015
Q1 		$266K Hold
6,082
– – 0.17% 95
2014
Q4 		$273K Buy
6,082
+419
+7% +$18K 0.17% 102
2014
Q3 		$237K Hold
5,663
– – 0.15% 106
2014
Q2 		$345K Hold
5,663
– – 0.21% 81
2014
Q1 		$243K Sell
5,663
-100
-2% -$4.11K 0.16% 110
2013
Q4 		$233K Buy
5,763
+100
+2% +$3.84K 0.15% 107
2013
Q3 		$207K Hold
5,663
– – 0.16% 101
2013
Q2 		$205K Buy
+5,663
New +$194K 0.16% 99

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

TCI Wealth Advisors's USB Position: Q2 2026 in Review

TCI Wealth Advisors reduced its US Bancorp (USB) stake by 7.6% in Q2 2026, selling an estimated $24.9K and leaving 5,431 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #197.

TCI Wealth Advisors first reported a position in USB in Q2 2013 and has held it in 50 quarters since. The position peaked at $424K in Q4 2017. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • TCI Wealth Advisors held 5,431 shares of US Bancorp worth $328K as of Q2 2026.
  • TCI Wealth Advisors sold 445 US Bancorp shares in Q2 2026, an estimated $24.9K.
  • US Bancorp made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • TCI Wealth Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 50 quarters since.
  • TCI Wealth Advisors's US Bancorp position peaked at $424K in Q4 2017.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.