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Triad Wealth Partners’s US Bancorp USB Stock Holding History

Triad Wealth Partners’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 		$659K Buy
10,304
+3,552
+53% +$199K 0.04% 266
2026
Q1 		$351K Buy
6,752
+723
+12% +$39.7K 0.03% 358
2025
Q4 		$322K Buy
6,029
+1,152
+24% +$56.7K 0.03% 367
2025
Q3 		$236K Buy
+4,877
New +$231K 0.03% 330
2024
Q3 		– Sell
-193
Closed -$7.66K – 872
2024
Q2 		$7.66K Buy
+193
New +$7.87K ﹤0.01% 488

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

Triad Wealth Partners's USB Position: Q2 2026 in Review

Triad Wealth Partners increased its US Bancorp (USB) stake by 53% in Q2 2026, buying an estimated $199K and bringing the position to 10,304 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #266.

Triad Wealth Partners first reported a position in USB in Q2 2024 and has held it in 5 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Triad Wealth Partners held 10,304 shares of US Bancorp worth $659K as of Q2 2026.
  • Triad Wealth Partners bought 3,552 US Bancorp shares in Q2 2026, an estimated $199K.
  • US Bancorp made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Triad Wealth Partners first reported a position in US Bancorp in Q2 2024 and has held it in 5 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.