A4 Wealth Advisors’s US Bancorp USB Stock Holding History

A4 Wealth 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 Q1	–	Sell	-4,539	Closed	-$242K	–	140
2025 Q4	$242K	Sell	4,539 -1,706	-27%	-$83.9K	0.21%	97
2025 Q3	$302K	Buy	+6,245	New	+$295K	0.25%	113

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

A4 Wealth Advisors's USB Position: Q1 2026 in Review

A4 Wealth Advisors sold out of US Bancorp (USB) in Q1 2026, closing a stake of 4,539 shares — an estimated $242K sold.

A4 Wealth Advisors first reported a position in USB in Q3 2025 and held it in 2 quarters. The position peaked at $302K in Q3 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

A4 Wealth Advisors reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 4,539 US Bancorp shares in Q1 2026, an estimated $242K.
A4 Wealth Advisors first reported a position in US Bancorp in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's US Bancorp position peaked at $302K in Q3 2025.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.