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Beacon Financial Advisory’s US Bancorp USB Stock Holding History

Beacon Financial Advisory’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 		$1.15M Sell
22,018
-45
-0.2% -$2.47K 0.26% 98
2025
Q4 		$1.18M Buy
+22,063
New +$1.09M 0.27% 89

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

Beacon Financial Advisory's USB Position: Q1 2026 in Review

Beacon Financial Advisory reduced its US Bancorp (USB) stake by 0.2% in Q1 2026, selling an estimated $2.47K and leaving 22,018 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #98.

Beacon Financial Advisory first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Beacon Financial Advisory held 22,018 shares of US Bancorp worth $1.15M as of Q1 2026.
  • Beacon Financial Advisory sold 45 US Bancorp shares in Q1 2026, an estimated $2.47K.
  • US Bancorp made up 0.26% of Beacon Financial Advisory's portfolio in Q1 2026, its #98 holding.
  • Beacon Financial Advisory first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Beacon Financial Advisory's US Bancorp position peaked at $1.18M in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.