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Walkner Condon Financial Advisors’s US Bancorp USB Stock Holding History

Walkner Condon Financial 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 		$5.28M Buy
87,369
+10
+0% +$560 0.61% 37
2026
Q1 		$4.54M Buy
87,359
+89
+0.1% +$4.89K 0.6% 38
2025
Q4 		$4.66M Buy
87,270
+71
+0.1% +$3.49K 0.65% 34
2025
Q3 		$4.21M Buy
87,199
+54
+0.1% +$2.55K 0.67% 35
2025
Q2 		$3.94M Sell
87,145
-1,262
-1% -$53.1K 0.73% 34
2025
Q1 		$3.73M Buy
88,407
+192
+0.2% +$8.86K 0.75% 30
2024
Q4 		$4.22M Buy
88,215
+71
+0.1% +$3.49K 0.86% 29
2024
Q3 		$4.03M Buy
88,144
+66
+0.1% +$2.9K 0.82% 32
2024
Q2 		$3.5M Sell
88,078
-19
-0% -$775 0.75% 38
2024
Q1 		$3.94M Buy
88,097
+86
+0.1% +$3.63K 0.84% 35
2023
Q4 		$3.81M Buy
88,011
+310
+0.4% +$11.3K 0.87% 32
2023
Q3 		$2.9M Buy
87,701
+1,848
+2% +$67.3K 0.77% 34
2023
Q2 		$2.84M Sell
85,853
-329
-0.4% -$10.6K 0.75% 34
2023
Q1 		$3.11M Buy
86,182
+97
+0.1% +$4.32K 0.87% 29
2022
Q4 		$3.75M Sell
86,085
-83
-0.1% -$3.55K 1.12% 26
2022
Q3 		$3.47M Buy
86,168
+77
+0.1% +$3.56K 1.12% 25
2022
Q2 		$3.96M Buy
86,091
+54
+0.1% +$2.7K 1.24% 21
2022
Q1 		$4.57M Buy
+86,037
New +$4.94M 1.3% 20
2021
Q4 		– Sell
-86,306
Closed -$5.13M – 168
2021
Q3 		$5.13M Buy
86,306
+164
+0.2% +$9.34K 2.53% 9
2021
Q2 		$4.91M Buy
+86,142
New +$5.05M 1.8% 14

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

Walkner Condon Financial Advisors's USB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its US Bancorp (USB) stake by 0.01% in Q2 2026, buying an estimated $560 and bringing the position to 87,369 shares worth $5.28M. The position accounts for 0.61% of the portfolio, ranked #37.

Walkner Condon Financial Advisors first reported a position in USB in Q2 2021 and has held it in 20 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Walkner Condon Financial Advisors held 87,369 shares of US Bancorp worth $5.28M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 10 US Bancorp shares in Q2 2026, an estimated $560.
  • US Bancorp made up 0.61% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Walkner Condon Financial Advisors first reported a position in US Bancorp in Q2 2021 and has held it in 20 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.