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Twin Peaks Wealth Advisors’s US Bancorp USB Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1,300
Closed -$67.6K – 2093
2026
Q1 		$67.6K Buy
+1,300
New +$71.4K 0.02% 359
2025
Q3 		– Sell
-827
Closed -$37.9K – 2020
2025
Q2 		$37.9K Buy
+827
New +$34.8K 0.01% 407

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

Twin Peaks Wealth Advisors's USB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of US Bancorp (USB) in Q2 2026, closing a stake of 1,300 shares — an estimated $67.6K sold.

Twin Peaks Wealth Advisors first reported a position in USB in Q2 2025 and held it in 2 quarters. The position peaked at $67.6K in Q1 2026. 2,069 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,300 US Bancorp shares in Q2 2026, an estimated $67.6K.
  • Twin Peaks Wealth Advisors first reported a position in US Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's US Bancorp position peaked at $67.6K in Q1 2026.
  • 2,069 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.