AFS
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Axiom Financial Strategies’s US Bancorp USB Stock Holding History

Axiom Financial Strategies’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 		$385K Buy
7,398
+1,381
+23% +$75.9K 0.14% 19
2025
Q4 		$321K Buy
6,017
+31
+0.5% +$1.52K 0.14% 39
2025
Q3 		$289K Buy
5,986
+671
+13% +$31.7K 0.12% 41
2025
Q2 		$241K Buy
+5,315
New +$223K 0.13% 35
2022
Q4 		– Sell
-6,762
Closed -$273K – 68
2022
Q3 		$273K Buy
6,762
+1,081
+19% +$50K 0.15% 52
2022
Q2 		$261K Sell
5,681
-695
-11% -$34.7K 0.14% 54
2022
Q1 		$309K Sell
6,376
-75
-1% -$4.31K 0.16% 48
2021
Q4 		$362K Buy
6,451
+666
+12% +$39.4K 0.16% 50
2021
Q3 		$344K Sell
5,785
-413
-7% -$23.5K 0.16% 50
2021
Q2 		$353K Buy
6,198
+35
+0.6% +$2.05K 0.16% 48
2021
Q1 		$341K Sell
6,163
-159
-3% -$7.94K 0.17% 49
2020
Q4 		$227K Hold
6,322
– – 0.14% 61
2020
Q3 		$227K Buy
6,322
+640
+11% +$23.4K 0.14% 61
2020
Q2 		$209K Buy
+5,682
New +$202K 0.14% 63

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

Axiom Financial Strategies's USB Position: Q1 2026 in Review

Axiom Financial Strategies increased its US Bancorp (USB) stake by 23% in Q1 2026, buying an estimated $75.9K and bringing the position to 7,398 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #19.

Axiom Financial Strategies first reported a position in USB in Q2 2020 and has held it in 14 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Axiom Financial Strategies held 7,398 shares of US Bancorp worth $385K as of Q1 2026.
  • Axiom Financial Strategies bought 1,381 US Bancorp shares in Q1 2026, an estimated $75.9K.
  • US Bancorp made up 0.14% of Axiom Financial Strategies's portfolio in Q1 2026, its #19 holding.
  • Axiom Financial Strategies first reported a position in US Bancorp in Q2 2020 and has held it in 14 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.