Aviso Wealth Management’s US Bancorp USB Stock Holding History

Aviso 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	$1.24M	Sell	23,751 -695	-3%	-$38.2K	0.56%	41
2025 Q4	$1.3M	Sell	24,446 -5,690	-19%	-$280K	0.55%	44
2025 Q3	$1.46M	Sell	30,136 -2,152	-7%	-$102K	0.63%	37
2025 Q2	$1.46M	Sell	32,288 -2,257	-7%	-$94.9K	0.68%	35
2025 Q1	$1.46M	Sell	34,545 -3,084	-8%	-$142K	0.78%	37
2024 Q4	$1.8M	Sell	37,629 -459	-1%	-$22.6K	0.92%	26
2024 Q3	$1.74M	Buy	38,088 +15	+0%	+$658	0.94%	27
2024 Q2	$1.51M	Sell	38,073 -1,868	-5%	-$76.2K	0.9%	26
2024 Q1	$1.79M	Buy	39,941 +1,259	+3%	+$53.1K	1.13%	23
2023 Q4	$1.67M	Buy	+38,682	New	+$1.41M	1.21%	19

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

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

Aviso Wealth Management reduced its US Bancorp (USB) stake by 2.8% in Q1 2026, selling an estimated $38.2K and leaving 23,751 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #41.

Aviso Wealth Management first reported a position in USB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2024. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Aviso Wealth Management held 23,751 shares of US Bancorp worth $1.24M as of Q1 2026.
Aviso Wealth Management sold 695 US Bancorp shares in Q1 2026, an estimated $38.2K.
US Bancorp made up 0.56% of Aviso Wealth Management's portfolio in Q1 2026, its #41 holding.
Aviso Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's US Bancorp position peaked at $1.8M in Q4 2024.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.