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BetterWealth’s US Bancorp USB Stock Holding History

BetterWealth’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 		$213K Hold
4,088
– – 0.04% 81
2025
Q4 		$218K Buy
+4,088
New +$201K 0.05% 65
2022
Q2 		– Sell
-4,071
Closed -$216K – 45
2022
Q1 		$216K Hold
4,071
– – 0.29% 30
2021
Q4 		$229K Buy
+4,071
New +$241K 0.16% 33

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

BetterWealth's USB Position: Q1 2026 in Review

BetterWealth held its US Bancorp (USB) position steady in Q1 2026 at 4,088 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #81.

BetterWealth first reported a position in USB in Q4 2021 and has held it in 4 quarters since. The position peaked at $229K in Q4 2021. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • BetterWealth held 4,088 shares of US Bancorp worth $213K as of Q1 2026.
  • BetterWealth left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.04% of BetterWealth's portfolio in Q1 2026, its #81 holding.
  • BetterWealth first reported a position in US Bancorp in Q4 2021 and has held it in 4 quarters since.
  • BetterWealth's US Bancorp position peaked at $229K in Q4 2021.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.