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WCG Wealth Advisors’s US Bancorp USB Stock Holding History

WCG 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 		$743K Sell
12,308
-149
-1% -$8.35K 0.02% 441
2026
Q1 		$648K Buy
12,457
+25
+0.2% +$1.37K 0.02% 431
2025
Q4 		$663K Buy
+12,432
New +$612K 0.02% 411
2025
Q1 		– Sell
-11,562
Closed -$553K – 326
2024
Q4 		$553K Buy
+11,562
New +$569K 0.04% 248
2023
Q4 		– Sell
-12,845
Closed -$425K – 320
2023
Q3 		$425K Buy
+12,845
New +$468K 0.03% 247

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors reduced its US Bancorp (USB) stake by 1.2% in Q2 2026, selling an estimated $8.35K and leaving 12,308 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #441.

WCG Wealth Advisors first reported a position in USB in Q3 2023 and has held it in 5 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • WCG Wealth Advisors held 12,308 shares of US Bancorp worth $743K as of Q2 2026.
  • WCG Wealth Advisors sold 149 US Bancorp shares in Q2 2026, an estimated $8.35K.
  • US Bancorp made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • WCG Wealth Advisors first reported a position in US Bancorp in Q3 2023 and has held it in 5 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.