Toth Financial Advisory’s US Bancorp USB Stock Holding History

Toth Financial Advisory’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	$27.7K	Sell	458 -20	-4%	-$1.12K	﹤0.01%	461
2026 Q1	$24.9K	Buy	478 +228	+91%	+$12.5K	﹤0.01%	456
2025 Q4	$13.3K	Sell	250 -4	-2%	-$197	﹤0.01%	518
2025 Q3	$12.3K	Buy	254 +178	+234%	+$8.42K	﹤0.01%	521
2025 Q2	$3.44K	Hold	76	–	–	﹤0.01%	591
2025 Q1	$3.21K	Hold	76	–	–	﹤0.01%	553
2024 Q4	$3.64K	Hold	76	–	–	﹤0.01%	538
2024 Q3	$3.48K	Hold	76	–	–	﹤0.01%	546
2024 Q2	$3.02K	Hold	76	–	–	﹤0.01%	567
2024 Q1	$3.4K	Hold	76	–	–	﹤0.01%	557
2023 Q4	$3.29K	Sell	76 -78	-51%	-$2.85K	﹤0.01%	570
2023 Q3	$5.09K	Buy	154 +59	+62%	+$2.15K	﹤0.01%	523
2023 Q2	$3.14K	Buy	+95	New	+$3.07K	﹤0.01%	593
2022 Q4	–	Sell	-65	Closed	-$3K	–	806
2022 Q3	$3K	Buy	65 +24	+59%	+$1.11K	﹤0.01%	615
2022 Q2	$2K	Buy	+41	New	+$2.05K	﹤0.01%	617

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

Toth Financial Advisory's USB Position: Q2 2026 in Review

Toth Financial Advisory reduced its US Bancorp (USB) stake by 4.2% in Q2 2026, selling an estimated $1.12K and leaving 458 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Toth Financial Advisory first reported a position in USB in Q2 2022 and has held it in 15 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Toth Financial Advisory held 458 shares of US Bancorp worth $27.7K as of Q2 2026.
Toth Financial Advisory sold 20 US Bancorp shares in Q2 2026, an estimated $1.12K.
US Bancorp made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #461 holding.
Toth Financial Advisory first reported a position in US Bancorp in Q2 2022 and has held it in 15 quarters since.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.