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True Wealth Design’s US Bancorp USB Stock Holding History

True Wealth Design’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 		$89.8K Sell
1,487
-36
-2% -$2.02K 0.02% 284
2026
Q1 		$79.2K Buy
1,523
+153
+11% +$8.41K 0.02% 272
2025
Q4 		$73.1K Buy
1,370
+632
+86% +$31.1K 0.02% 238
2025
Q3 		$35.7K Buy
738
+505
+217% +$23.9K 0.01% 415
2025
Q2 		$10.6K Buy
233
+135
+138% +$5.68K ﹤0.01% 560
2025
Q1 		$4.15K Sell
98
-71
-42% -$3.28K ﹤0.01% 744
2024
Q4 		$8.09K Buy
169
+19
+13% +$935 ﹤0.01% 453
2024
Q3 		$6.86K Buy
+150
New +$6.58K ﹤0.01% 496
2024
Q1 		– Sell
-22,767
Closed -$985K – 812
2023
Q4 		$985K Sell
22,767
-823
-3% -$30.1K 0.28% 31
2023
Q3 		$780K Buy
+23,590
New +$859K 0.26% 63
2023
Q2 		– Sell
-204
Closed -$7.36K – 866
2023
Q1 		$7.36K Buy
+204
New +$9.09K ﹤0.01% 259

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

True Wealth Design's USB Position: Q2 2026 in Review

True Wealth Design reduced its US Bancorp (USB) stake by 2.4% in Q2 2026, selling an estimated $2.02K and leaving 1,487 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #284.

True Wealth Design first reported a position in USB in Q1 2023 and has held it in 11 quarters since. The position peaked at $985K in Q4 2023. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • True Wealth Design held 1,487 shares of US Bancorp worth $89.8K as of Q2 2026.
  • True Wealth Design sold 36 US Bancorp shares in Q2 2026, an estimated $2.02K.
  • US Bancorp made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #284 holding.
  • True Wealth Design first reported a position in US Bancorp in Q1 2023 and has held it in 11 quarters since.
  • True Wealth Design's US Bancorp position peaked at $985K in Q4 2023.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.