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ViaWealth’s US Bancorp USB Stock Holding History

ViaWealth’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 		$2.06M Sell
34,178
-398
-1% -$22.3K 1.04% 30
2026
Q1 		$1.8M Sell
34,576
-236
-0.7% -$13K 1% 28
2025
Q4 		$1.86M Sell
34,812
-2,283
-6% -$112K 1.04% 23
2025
Q3 		$1.79M Sell
37,095
-718
-2% -$34K 0.98% 28
2025
Q2 		$1.71M Sell
37,813
-4,087
-10% -$172K 1.01% 25
2025
Q1 		$1.77M Sell
41,900
-425
-1% -$19.6K 1.09% 22
2024
Q4 		$2.02M Sell
42,325
-1,038
-2% -$51.1K 1.22% 20
2024
Q3 		$1.98M Sell
43,363
-493
-1% -$21.6K 1.16% 21
2024
Q2 		$1.74M Sell
43,856
-176
-0.4% -$7.18K 1.08% 24
2024
Q1 		$1.97M Sell
44,032
-703
-2% -$29.7K 1.23% 22
2023
Q4 		$1.94M Sell
44,735
-5,641
-11% -$206K 1.33% 19
2023
Q3 		$1.67M Buy
50,376
+3,939
+8% +$144K 1.22% 19
2023
Q2 		$1.53M Buy
46,437
+29,423
+173% +$951K 1.14% 21
2023
Q1 		$613K Buy
17,014
+2,414
+17% +$108K 0.49% 72
2022
Q4 		$681K Buy
+14,600
New +$625K 0.56% 60

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

ViaWealth's USB Position: Q2 2026 in Review

ViaWealth reduced its US Bancorp (USB) stake by 1.2% in Q2 2026, selling an estimated $22.3K and leaving 34,178 shares worth $2.06M. The position accounts for 1.04% of the portfolio, ranked #30.

ViaWealth first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • ViaWealth held 34,178 shares of US Bancorp worth $2.06M as of Q2 2026.
  • ViaWealth sold 398 US Bancorp shares in Q2 2026, an estimated $22.3K.
  • US Bancorp made up 1.04% of ViaWealth's portfolio in Q2 2026, its #30 holding.
  • ViaWealth first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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