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Visionary Wealth Advisors’s US Bancorp USB Stock Holding History

Visionary 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 		$939K Sell
15,546
-387
-2% -$21.7K 0.04% 320
2026
Q1 		$829K Buy
15,933
+736
+5% +$40.4K 0.04% 312
2025
Q4 		$811K Sell
15,197
-184
-1% -$9.05K 0.04% 304
2025
Q3 		$743K Buy
15,381
+143
+0.9% +$6.76K 0.03% 327
2025
Q2 		$690K Sell
15,238
-862
-5% -$36.2K 0.04% 317
2025
Q1 		$680K Sell
16,100
-537
-3% -$24.8K 0.04% 303
2024
Q4 		$796K Sell
16,637
-2,866
-15% -$141K 0.05% 289
2024
Q3 		$892K Sell
19,503
-28
-0.1% -$1.23K 0.05% 265
2024
Q2 		$775K Sell
19,531
-88,765
-82% -$3.62M 0.05% 269
2024
Q1 		$4.84M Sell
108,296
-1,187
-1% -$50.1K 0.33% 82
2023
Q4 		$4.74M Sell
109,483
-13
-0% -$475 0.35% 79
2023
Q3 		$3.62M Buy
109,496
+9,033
+9% +$329K 0.29% 96
2023
Q2 		$3.32M Buy
100,463
+11,163
+13% +$361K 0.27% 101
2023
Q1 		$3.22M Buy
89,300
+8,237
+10% +$367K 0.27% 98
2022
Q4 		$3.54M Buy
81,063
+4,140
+5% +$177K 0.33% 84
2022
Q3 		$3.1M Buy
76,923
+10,324
+16% +$478K 0.32% 80
2022
Q2 		$3.06M Buy
66,599
+2,831
+4% +$141K 0.28% 95
2022
Q1 		$3.39M Buy
63,768
+13,755
+28% +$790K 0.27% 96
2021
Q4 		$2.81M Buy
50,013
+2,167
+5% +$128K 0.23% 98
2021
Q3 		$2.84M Sell
47,846
-1,143
-2% -$65.1K 0.29% 83
2021
Q2 		$2.79M Sell
48,989
-919
-2% -$53.9K 0.28% 85
2021
Q1 		$2.76M Sell
49,908
-9,763
-16% -$488K 0.29% 89
2020
Q4 		$2.78M Buy
59,671
+3,490
+6% +$148K 0.31% 80
2020
Q3 		$2.01M Buy
56,181
+3,194
+6% +$117K 0.28% 87
2020
Q2 		$1.95M Buy
52,987
+6,659
+14% +$237K 0.3% 86
2020
Q1 		$1.6M Buy
46,328
+5,391
+13% +$260K 0.3% 84
2019
Q4 		$2.43M Buy
+40,937
New +$2.37M 0.43% 63

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

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

Visionary Wealth Advisors reduced its US Bancorp (USB) stake by 2.4% in Q2 2026, selling an estimated $21.7K and leaving 15,546 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #320.

Visionary Wealth Advisors first reported a position in USB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.84M in Q1 2024. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Visionary Wealth Advisors held 15,546 shares of US Bancorp worth $939K as of Q2 2026.
  • Visionary Wealth Advisors sold 387 US Bancorp shares in Q2 2026, an estimated $21.7K.
  • US Bancorp made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • Visionary Wealth Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's US Bancorp position peaked at $4.84M in Q1 2024.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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