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Apollon Wealth Management’s US Bancorp USB Stock Holding History

Apollon 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 		$1.46M Sell
28,048
-3,313
-11% -$182K 0.02% 468
2025
Q4 		$1.67M Buy
31,361
+926
+3% +$45.5K 0.03% 409
2025
Q3 		$1.47M Buy
30,435
+3,140
+12% +$149K 0.03% 464
2025
Q2 		$1.24M Buy
27,295
+256
+0.9% +$10.8K 0.02% 493
2025
Q1 		$1.14M Sell
27,039
-1,868
-6% -$86.2K 0.03% 471
2024
Q4 		$1.38M Buy
28,907
+12,616
+77% +$621K 0.03% 416
2024
Q3 		$745K Sell
16,291
-796
-5% -$34.9K 0.02% 575
2024
Q2 		$678K Sell
17,087
-3,640
-18% -$148K 0.02% 579
2024
Q1 		$927K Sell
20,727
-4,894
-19% -$207K 0.03% 495
2023
Q4 		$1.11M Buy
25,621
+6,424
+33% +$235K 0.04% 419
2023
Q3 		$635K Buy
19,197
+2,655
+16% +$96.7K 0.03% 486
2023
Q2 		$547K Sell
16,542
-5,626
-25% -$182K 0.03% 568
2023
Q1 		$799K Buy
22,168
+2,401
+12% +$107K 0.05% 388
2022
Q4 		$862K Buy
19,767
+2,061
+12% +$88.2K 0.06% 347
2022
Q3 		$714K Buy
17,706
+916
+5% +$42.4K 0.06% 355
2022
Q2 		$773K Sell
16,790
-1,173
-7% -$58.6K 0.06% 324
2022
Q1 		$955K Buy
17,963
+2,341
+15% +$135K 0.07% 293
2021
Q4 		$877K Buy
+15,622
New +$924K 0.07% 312
2021
Q1 		– Sell
-36,622
Closed -$1.71M – 371
2020
Q4 		$1.71M Buy
+36,622
New +$1.55M 0.46% 51
2020
Q3 		– Sell
-442
Closed -$16K – 656
2020
Q2 		$16K Buy
+442
New +$15.8K 0.01% 420

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

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

Apollon Wealth Management reduced its US Bancorp (USB) stake by 11% in Q1 2026, selling an estimated $182K and leaving 28,048 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #468.

Apollon Wealth Management first reported a position in USB in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2020. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Apollon Wealth Management held 28,048 shares of US Bancorp worth $1.46M as of Q1 2026.
  • Apollon Wealth Management sold 3,313 US Bancorp shares in Q1 2026, an estimated $182K.
  • US Bancorp made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #468 holding.
  • Apollon Wealth Management first reported a position in US Bancorp in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's US Bancorp position peaked at $1.71M in Q4 2020.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.