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Wood Tarver Financial Group’s US Bancorp USB Stock Holding History

Wood Tarver Financial 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 		$1.7M Buy
28,140
+99
+0.4% +$5.55K 0.4% 43
2026
Q1 		$1.46M Buy
28,041
+25
+0.1% +$1.37K 0.4% 42
2025
Q4 		$1.49M Buy
28,016
+68
+0.2% +$3.35K 0.42% 40
2025
Q3 		$1.35M Sell
27,948
-208
-0.7% -$9.84K 0.4% 41
2025
Q2 		$1.27M Hold
28,156
– – 0.38% 45
2025
Q1 		$1.19M Sell
28,156
-249
-0.9% -$11.5K 0.39% 40
2024
Q4 		$1.36M Buy
+28,405
New +$1.4M 0.45% 29

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's USB Position: Q2 2026 in Review

Wood Tarver Financial Group increased its US Bancorp (USB) stake by 0.35% in Q2 2026, buying an estimated $5.55K and bringing the position to 28,140 shares worth $1.7M. The position accounts for 0.4% of the portfolio, ranked #43.

Wood Tarver Financial Group first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wood Tarver Financial Group held 28,140 shares of US Bancorp worth $1.7M as of Q2 2026.
  • Wood Tarver Financial Group bought 99 US Bancorp shares in Q2 2026, an estimated $5.55K.
  • US Bancorp made up 0.4% of Wood Tarver Financial Group's portfolio in Q2 2026, its #43 holding.
  • Wood Tarver Financial Group first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.