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Angeles Wealth Management’s US Bancorp USB Stock Holding History

Angeles Wealth 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
Q1 		$568K Buy
10,807
+369
+4% +$20.3K 0.03% 213
2025
Q4 		$562K Buy
10,438
+140
+1% +$6.89K 0.03% 189
2025
Q3 		$498K Buy
10,298
+151
+1% +$7.14K 0.03% 186
2025
Q2 		$459K Buy
+10,147
New +$427K 0.03% 192
2025
Q1 		– Sell
-4,647
Closed -$222K – 388
2024
Q4 		$222K Buy
4,647
+97
+2% +$4.77K 0.02% 271
2024
Q3 		$208K Buy
+4,550
New +$200K 0.02% 255

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Angeles Wealth Management's USB Position: Q1 2026 in Review

Angeles Wealth Management increased its US Bancorp (USB) stake by 3.5% in Q1 2026, buying an estimated $20.3K and bringing the position to 10,807 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #213.

Angeles Wealth Management first reported a position in USB in Q3 2024 and has held it in 6 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Angeles Wealth Management held 10,807 shares of US Bancorp worth $568K as of Q1 2026.
  • Angeles Wealth Management bought 369 US Bancorp shares in Q1 2026, an estimated $20.3K.
  • US Bancorp made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Angeles Wealth Management first reported a position in US Bancorp in Q3 2024 and has held it in 6 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.