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Wealth Preservation Advisors’s US Bancorp USB Stock Holding History

Wealth Preservation 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 		$312K Buy
5,169
+4,677
+951% +$262K 0.18% 63
2026
Q1 		$25.6K Sell
492
-4,677
-90% -$257K 0.02% 279
2025
Q4 		$276K Hold
5,169
– – 0.14% 70
2025
Q3 		$250K Sell
5,169
-79
-2% -$3.74K 0.15% 70
2025
Q2 		$237K Sell
5,248
-32
-0.6% -$1.35K 0.15% 78
2025
Q1 		$223K Buy
+5,280
New +$244K 0.16% 69

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 Preservation Advisors's USB Position: Q2 2026 in Review

Wealth Preservation Advisors increased its US Bancorp (USB) stake by 951% in Q2 2026, buying an estimated $262K and bringing the position to 5,169 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #63.

Wealth Preservation Advisors first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wealth Preservation Advisors held 5,169 shares of US Bancorp worth $312K as of Q2 2026.
  • Wealth Preservation Advisors bought 4,677 US Bancorp shares in Q2 2026, an estimated $262K.
  • US Bancorp made up 0.18% of Wealth Preservation Advisors's portfolio in Q2 2026, its #63 holding.
  • Wealth Preservation Advisors first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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