TritonPoint Wealth’s US Bancorp USB Stock Holding History

TritonPoint Wealth’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	$210K	Sell	3,469 -724	-17%	-$40.6K	0.02%	276
2026 Q1	$220K	Sell	4,193 -86	-2%	-$4.73K	0.02%	256
2025 Q4	$231K	Sell	4,279 -713	-14%	-$35.1K	0.02%	248
2025 Q3	$244K	Buy	4,992 +307	+7%	+$14.5K	0.02%	316
2025 Q2	$214K	Buy	+4,685	New	+$197K	0.02%	325
2025 Q1	–	Sell	-4,891	Closed	-$236K	–	344
2024 Q4	$236K	Buy	4,891 +230	+5%	+$11.3K	0.02%	306
2024 Q3	$212K	Buy	+4,661	New	+$204K	0.02%	317

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

TritonPoint Wealth's USB Position: Q2 2026 in Review

TritonPoint Wealth reduced its US Bancorp (USB) stake by 17% in Q2 2026, selling an estimated $40.6K and leaving 3,469 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #276.

TritonPoint Wealth first reported a position in USB in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold USB as of Q2 2026.

TritonPoint Wealth held 3,469 shares of US Bancorp worth $210K as of Q2 2026.
TritonPoint Wealth sold 724 US Bancorp shares in Q2 2026, an estimated $40.6K.
US Bancorp made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #276 holding.
TritonPoint Wealth first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
TritonPoint Wealth's US Bancorp position peaked at $244K in Q3 2025.
2,069 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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