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Wealthedge Investment Advisors’s US Bancorp USB Stock Holding History

Wealthedge Investment 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 		$270K Sell
4,468
-287
-6% -$16.1K 0.09% 124
2026
Q1 		$247K Sell
4,755
-344
-7% -$18.9K 0.09% 122
2025
Q4 		$272K Sell
5,099
-336
-6% -$16.5K 0.1% 109
2025
Q3 		$263K Sell
5,435
-1,898
-26% -$89.8K 0.1% 111
2025
Q2 		$332K Buy
7,333
+1,909
+35% +$80.3K 0.14% 116
2025
Q1 		$229K Sell
5,424
-163
-3% -$7.52K 0.1% 146
2024
Q4 		$267K Buy
+5,587
New +$275K 0.12% 127

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Wealthedge Investment Advisors's USB Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its US Bancorp (USB) stake by 6% in Q2 2026, selling an estimated $16.1K and leaving 4,468 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #124.

Wealthedge Investment Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wealthedge Investment Advisors held 4,468 shares of US Bancorp worth $270K as of Q2 2026.
  • Wealthedge Investment Advisors sold 287 US Bancorp shares in Q2 2026, an estimated $16.1K.
  • US Bancorp made up 0.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Wealthedge Investment Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's US Bancorp position peaked at $332K in Q2 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.