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AssuredPartners Investment Advisors’s US Bancorp USB Stock Holding History

AssuredPartners Investment 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 		$567K Sell
10,612
-53
-0.5% -$2.91K 0.06% 234
2025
Q4 		$569K Buy
+10,665
New +$525K 0.08% 193

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

AssuredPartners Investment Advisors's USB Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its US Bancorp (USB) stake by 0.5% in Q1 2026, selling an estimated $2.91K and leaving 10,612 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #234.

AssuredPartners Investment Advisors first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $569K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • AssuredPartners Investment Advisors held 10,612 shares of US Bancorp worth $567K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 53 US Bancorp shares in Q1 2026, an estimated $2.91K.
  • US Bancorp made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • AssuredPartners Investment Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's US Bancorp position peaked at $569K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.