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Wolff Financial Management’s US Bancorp USB Stock Holding History

Wolff Financial Management’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 		$809K Buy
13,390
+5
+0% +$280 0.16% 60
2026
Q1 		$696K Buy
13,385
+5
+0% +$275 0.15% 61
2025
Q4 		$714K Buy
13,380
+5
+0% +$246 0.16% 59
2025
Q3 		$646K Sell
13,375
-22
-0.2% -$1.04K 0.15% 59
2025
Q2 		$606K Buy
13,397
+33
+0.2% +$1.39K 0.16% 60
2025
Q1 		$564K Buy
13,364
+5
+0% +$231 0.16% 63
2024
Q4 		$639K Buy
13,359
+5
+0% +$246 0.18% 53
2024
Q3 		$611K Buy
+13,354
New +$586K 0.17% 59
2024
Q2 		– Sell
-13,343
Closed -$596K – 83
2024
Q1 		$596K Buy
13,343
+5
+0% +$211 0.17% 59
2023
Q4 		$577K Buy
13,338
+7
+0.1% +$256 0.18% 58
2023
Q3 		$441K Buy
+13,331
New +$486K 0.15% 68
2023
Q2 		– Sell
-13,319
Closed -$480K – 87
2023
Q1 		$480K Buy
13,319
+4,178
+46% +$186K 0.17% 68
2022
Q4 		$399K Buy
9,141
+5
+0.1% +$214 0.15% 78
2022
Q3 		$368K Buy
+9,136
New +$423K 0.17% 76

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

Wolff Financial Management's USB Position: Q2 2026 in Review

Wolff Financial Management increased its US Bancorp (USB) stake by 0.04% in Q2 2026, buying an estimated $280 and bringing the position to 13,390 shares worth $809K. The position accounts for 0.16% of the portfolio, ranked #60.

Wolff Financial Management first reported a position in USB in Q3 2022 and has held it in 14 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wolff Financial Management held 13,390 shares of US Bancorp worth $809K as of Q2 2026.
  • Wolff Financial Management bought 5 US Bancorp shares in Q2 2026, an estimated $280.
  • US Bancorp made up 0.16% of Wolff Financial Management's portfolio in Q2 2026, its #60 holding.
  • Wolff Financial Management first reported a position in US Bancorp in Q3 2022 and has held it in 14 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.