Wealth Enhancement Advisory Services
USB icon

Wealth Enhancement Advisory Services’s US Bancorp USB Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.4M Buy
582,496
+786
+0.1% +$44K 0.06% 282
2026
Q1 		$30.2M Sell
581,710
-317,687
-35% -$17.5M 0.06% 283
2025
Q4 		$50.4M Buy
899,397
+75,350
+9% +$3.71M 0.07% 251
2025
Q3 		$39.1M Buy
824,047
+14,748
+2% +$698K 0.06% 286
2025
Q2 		$38.8M Sell
809,299
-43,168
-5% -$1.82M 0.06% 271
2025
Q1 		$36M Sell
852,467
-171,135
-17% -$7.9M 0.07% 263
2024
Q4 		$49M Buy
1,023,602
+190,441
+23% +$9.37M 0.09% 208
2024
Q3 		$38.1M Sell
833,161
-5,509
-0.7% -$242K 0.08% 230
2024
Q2 		$33.3M Sell
838,670
-27,412
-3% -$1.12M 0.08% 240
2024
Q1 		$38.7M Buy
866,082
+272,028
+46% +$11.5M 0.1% 206
2023
Q4 		$25.7M Sell
594,054
-30,996
-5% -$1.13M 0.07% 250
2023
Q3 		$20.7M Buy
625,050
+510,903
+448% +$18.6M 0.07% 276
2023
Q2 		$3.77M Buy
114,147
+61,755
+118% +$2M 0.04% 148
2023
Q1 		$1.89M Buy
+52,392
New +$2.33M 0.02% 233
2022
Q4 		– Sell
-34,269
Closed -$1.38M – 369
2022
Q3 		$1.38M Sell
34,269
-54,567
-61% -$2.52M 0.02% 204
2022
Q2 		$4.13M Buy
88,836
+46,128
+108% +$2.3M 0.06% 147
2022
Q1 		$2.25M Buy
42,708
+2,324
+6% +$134K 0.03% 185
2021
Q4 		$2.35M Buy
+40,384
New +$2.39M 0.03% 163

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

Wealth Enhancement Advisory Services's USB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its US Bancorp (USB) stake by 0.14% in Q2 2026, buying an estimated $44K and bringing the position to 582,496 shares worth $35.4M. The position accounts for 0.06% of the portfolio, ranked #282.

Wealth Enhancement Advisory Services first reported a position in USB in Q4 2021 and has held it in 18 quarters since. The position peaked at $50.4M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 582,496 shares of US Bancorp worth $35.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 786 US Bancorp shares in Q2 2026, an estimated $44K.
  • US Bancorp made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #282 holding.
  • Wealth Enhancement Advisory Services first reported a position in US Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's US Bancorp position peaked at $50.4M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.