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Tradition Wealth Management’s US Bancorp USB Stock Holding History

Tradition Wealth 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 		$3.18M Sell
52,654
-3,279
-6% -$184K 0.19% 106
2026
Q1 		$2.91M Buy
55,933
+794
+1% +$43.6K 0.21% 104
2025
Q4 		$2.94M Sell
55,139
-1,100
-2% -$54.1K 0.21% 99
2025
Q3 		$2.72M Buy
56,239
+743
+1% +$35.1K 0.2% 102
2025
Q2 		$2.51M Sell
55,496
-965
-2% -$40.6K 0.2% 100
2025
Q1 		$2.38M Sell
56,461
-507
-0.9% -$23.4K 0.21% 100
2024
Q4 		$2.72M Sell
56,968
-267
-0.5% -$13.1K 0.24% 87
2024
Q3 		$2.62M Buy
57,235
+863
+2% +$37.9K 0.23% 90
2024
Q2 		$2.24M Buy
56,372
+5,272
+10% +$215K 0.22% 94
2024
Q1 		$2.28M Sell
51,100
-6,130
-11% -$259K 0.23% 88
2023
Q4 		$2.48M Buy
57,230
+12,862
+29% +$470K 0.26% 70
2023
Q3 		$1.47M Sell
44,368
-1,127
-2% -$41.1K 0.17% 102
2023
Q2 		$1.5M Sell
45,495
-5,511
-11% -$178K 0.18% 99
2023
Q1 		$1.84M Sell
51,006
-1,205
-2% -$53.7K 0.23% 82
2022
Q4 		$2.28M Sell
52,211
-2,731
-5% -$117K 0.32% 65
2022
Q3 		$2.21M Sell
54,942
-2,080
-4% -$96.2K 0.33% 69
2022
Q2 		$2.62M Sell
57,022
-106
-0.2% -$5.29K 0.38% 66
2022
Q1 		$3.04M Sell
57,128
-1,081
-2% -$62.1K 0.39% 65
2021
Q4 		$3.27M Sell
58,209
-833
-1% -$49.3K 0.41% 65
2021
Q3 		$3.51M Sell
59,042
-492
-0.8% -$28K 0.5% 56
2021
Q2 		$3.39M Sell
59,534
-116
-0.2% -$6.8K 0.51% 54
2021
Q1 		$3.3M Buy
59,650
+965
+2% +$48.2K 0.57% 58
2020
Q4 		$2.73M Buy
+58,685
New +$2.48M 0.53% 53

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

Tradition Wealth Management's USB Position: Q2 2026 in Review

Tradition Wealth Management reduced its US Bancorp (USB) stake by 5.9% in Q2 2026, selling an estimated $184K and leaving 52,654 shares worth $3.18M. The position accounts for 0.19% of the portfolio, ranked #106.

Tradition Wealth Management first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q3 2021. 2,068 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Tradition Wealth Management held 52,654 shares of US Bancorp worth $3.18M as of Q2 2026.
  • Tradition Wealth Management sold 3,279 US Bancorp shares in Q2 2026, an estimated $184K.
  • US Bancorp made up 0.19% of Tradition Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Tradition Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's US Bancorp position peaked at $3.51M in Q3 2021.
  • 2,068 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.