XXI Wealth LLC’s US Bancorp USB Stock Holding History

XXI Wealth LLC’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	$951K	Sell	15,751 -248	-2%	-$13.9K	0.44%	52
2026 Q1	$832K	Buy	15,999 +2,811	+21%	+$154K	0.47%	60
2025 Q4	$704K	Buy	+13,188	New	+$649K	0.43%	65

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

XXI Wealth LLC's USB Position: Q2 2026 in Review

XXI Wealth LLC reduced its US Bancorp (USB) stake by 1.6% in Q2 2026, selling an estimated $13.9K and leaving 15,751 shares worth $951K. The position accounts for 0.44% of the portfolio, ranked #52.

XXI Wealth LLC first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,057 funds tracked by Wall St. Rank hold USB as of Q2 2026.

XXI Wealth LLC held 15,751 shares of US Bancorp worth $951K as of Q2 2026.
XXI Wealth LLC sold 248 US Bancorp shares in Q2 2026, an estimated $13.9K.
US Bancorp made up 0.44% of XXI Wealth LLC's portfolio in Q2 2026, its #52 holding.
XXI Wealth LLC first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
2,057 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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