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Trueblood Wealth Management’s US Bancorp USB Stock Holding History

Trueblood 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 		$253K Buy
4,183
+114
+3% +$6.39K 0.09% 233
2026
Q1 		$212K Buy
4,069
+104
+3% +$5.71K 0.08% 248
2025
Q4 		$212K Sell
3,965
-924
-19% -$45.5K 0.08% 241
2025
Q3 		$236K Buy
4,889
+400
+9% +$18.9K 0.09% 228
2025
Q2 		$203K Buy
+4,489
New +$189K 0.08% 241
2025
Q1 		– Sell
-4,467
Closed -$214K – 241
2024
Q4 		$214K Buy
4,467
+11
+0.2% +$541 0.11% 216
2024
Q3 		$204K Buy
+4,456
New +$195K 0.1% 226

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Trueblood Wealth Management increased its US Bancorp (USB) stake by 2.8% in Q2 2026, buying an estimated $6.39K and bringing the position to 4,183 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #233.

Trueblood Wealth Management first reported a position in USB in Q3 2024 and has held it in 7 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Trueblood Wealth Management held 4,183 shares of US Bancorp worth $253K as of Q2 2026.
  • Trueblood Wealth Management bought 114 US Bancorp shares in Q2 2026, an estimated $6.39K.
  • US Bancorp made up 0.09% of Trueblood Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Trueblood Wealth Management first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.