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Wheelhouse Advisory Group’s US Bancorp USB Stock Holding History

Wheelhouse Advisory Group’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 		$266K Buy
4,410
+2
+0% +$112 0.08% 48
2026
Q1 		$229K Sell
4,408
-36
-0.8% -$1.98K 0.08% 47
2025
Q4 		$241K Buy
4,444
+41
+0.9% +$2.02K 0.09% 44
2025
Q3 		$213K Buy
+4,403
New +$208K 0.09% 44

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wheelhouse Advisory Group's USB Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its US Bancorp (USB) stake by 0.05% in Q2 2026, buying an estimated $112 and bringing the position to 4,410 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #48.

Wheelhouse Advisory Group first reported a position in USB in Q3 2025 and has held it in 4 quarters since. 1,329 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wheelhouse Advisory Group held 4,410 shares of US Bancorp worth $266K as of Q2 2026.
  • Wheelhouse Advisory Group bought 2 US Bancorp shares in Q2 2026, an estimated $112.
  • US Bancorp made up 0.08% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Wheelhouse Advisory Group first reported a position in US Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 1,329 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.