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Valued Wealth Advisors’s US Bancorp USB Stock Holding History

Valued 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 		$8.9K Buy
146
+25
+21% +$1.4K ﹤0.01% 329
2026
Q1 		$6.32K Buy
121
+21
+21% +$1.15K ﹤0.01% 355
2025
Q4 		$5.38K Buy
100
+26
+35% +$1.28K ﹤0.01% 293
2025
Q3 		$3.62K Buy
74
+6
+9% +$284 ﹤0.01% 329
2025
Q2 		$3.09K Sell
68
-166
-71% -$6.98K ﹤0.01% 341
2025
Q1 		$9.93K Buy
234
+2
+0.9% +$92 0.01% 225
2024
Q4 		$11.2K Buy
232
+23
+11% +$1.13K 0.01% 217
2024
Q3 		$9.62K Buy
209
+35
+20% +$1.53K 0.01% 213
2024
Q2 		$6.95K Buy
174
+112
+181% +$4.57K ﹤0.01% 238
2024
Q1 		$2.79K Buy
62
+39
+170% +$1.65K ﹤0.01% 313
2023
Q4 		$772 Buy
+23
New +$841 ﹤0.01% 397

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

Valued Wealth Advisors's USB Position: Q2 2026 in Review

Valued Wealth Advisors increased its US Bancorp (USB) stake by 21% in Q2 2026, buying an estimated $1.4K and bringing the position to 146 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Valued Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2K in Q4 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Valued Wealth Advisors held 146 shares of US Bancorp worth $8.9K as of Q2 2026.
  • Valued Wealth Advisors bought 25 US Bancorp shares in Q2 2026, an estimated $1.4K.
  • US Bancorp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • Valued Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's US Bancorp position peaked at $11.2K in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.