VisionPoint Advisory Group’s US Bancorp USB Stock Holding History

VisionPoint Advisory Group’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	$273K	Sell	4,526 -60	-1%	-$3.36K	0.04%	383
2026 Q1	$239K	Buy	4,586 +212	+5%	+$11.6K	0.04%	387
2025 Q4	$233K	Sell	4,374 -234	-5%	-$11.5K	0.05%	355
2025 Q3	$223K	Buy	4,608 +68	+1%	+$3.22K	0.04%	366
2025 Q2	$205K	Buy	+4,540	New	+$191K	0.04%	345
2024 Q3	–	Sell	-608	Closed	-$24.1K	–	754
2024 Q2	$24.1K	Hold	608	–	–	0.01%	364
2024 Q1	$27.2K	Hold	608	–	–	0.01%	349
2023 Q4	$26.3K	Sell	608 -23	-4%	-$841	0.01%	326
2023 Q3	$20.9K	Sell	631 -62	-9%	-$2.26K	0.01%	373
2023 Q2	$22.9K	Buy	+693	New	+$22.4K	0.01%	273
2020 Q1	–	Sell	-4,269	Closed	-$253K	–	149
2019 Q4	$253K	Sell	4,269 -2,472	-37%	-$143K	0.11%	102
2019 Q3	$365K	Sell	6,741 -7	-0.1%	-$378	0.1%	83
2019 Q2	$354K	Sell	6,748 -686	-9%	-$35.3K	0.1%	83
2019 Q1	$358K	Sell	7,434 -261	-3%	-$13.1K	0.1%	85
2018 Q4	$352K	Buy	+7,695	New	+$396K	0.11%	74

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VisionPoint Advisory Group's USB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its US Bancorp (USB) stake by 1.3% in Q2 2026, selling an estimated $3.36K and leaving 4,526 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #383.

VisionPoint Advisory Group first reported a position in USB in Q4 2018 and has held it in 15 quarters since. The position peaked at $365K in Q3 2019. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

VisionPoint Advisory Group held 4,526 shares of US Bancorp worth $273K as of Q2 2026.
VisionPoint Advisory Group sold 60 US Bancorp shares in Q2 2026, an estimated $3.36K.
US Bancorp made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #383 holding.
VisionPoint Advisory Group first reported a position in US Bancorp in Q4 2018 and has held it in 15 quarters since.
VisionPoint Advisory Group's US Bancorp position peaked at $365K in Q3 2019.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.