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VSM Wealth Advisory’s US Bancorp USB Stock Holding History

VSM Wealth Advisory’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 		$159K Buy
2,624
+1
+0% +$56 0.04% 125
2026
Q1 		$136K Buy
2,623
+118
+5% +$6.48K 0.04% 133
2025
Q4 		$134K Sell
2,505
-116
-4% -$5.71K 0.04% 127
2025
Q3 		$127K Buy
2,621
+2
+0.1% +$95 0.04% 112
2025
Q2 		$119K Buy
2,619
+1
+0% +$42 0.04% 122
2025
Q1 		$111K Buy
2,618
+1
+0% +$46 0.04% 121
2024
Q4 		$125K Buy
+2,617
New +$129K 0.04% 116

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

VSM Wealth Advisory's USB Position: Q2 2026 in Review

VSM Wealth Advisory increased its US Bancorp (USB) stake by 0.04% in Q2 2026, buying an estimated $56 and bringing the position to 2,624 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #125.

VSM Wealth Advisory first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • VSM Wealth Advisory held 2,624 shares of US Bancorp worth $159K as of Q2 2026.
  • VSM Wealth Advisory bought 1 US Bancorp share in Q2 2026, an estimated $56.
  • US Bancorp made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #125 holding.
  • VSM Wealth Advisory first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.