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ARQ Wealth Advisors’s US Bancorp USB Stock Holding History

ARQ 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 		$5.18M Buy
99,644
+86,059
+633% +$4.73M 0.93% 38
2025
Q4 		$725K Sell
13,585
-1,650
-11% -$81.2K 0.2% 71
2025
Q3 		$744K Buy
+15,235
New +$721K 0.22% 66

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

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

ARQ Wealth Advisors increased its US Bancorp (USB) stake by 633% in Q1 2026, buying an estimated $4.73M and bringing the position to 99,644 shares worth $5.18M. The position accounts for 0.93% of the portfolio, ranked #38.

ARQ Wealth Advisors first reported a position in USB in Q3 2025 and has held it in 3 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • ARQ Wealth Advisors held 99,644 shares of US Bancorp worth $5.18M as of Q1 2026.
  • ARQ Wealth Advisors bought 86,059 US Bancorp shares in Q1 2026, an estimated $4.73M.
  • US Bancorp made up 0.93% of ARQ Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • ARQ Wealth Advisors first reported a position in US Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.