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BOK Financial Private Wealth’s US Bancorp USB Stock Holding History

BOK Financial Private Wealth’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 		$11.2K Sell
211
-144
-41% -$7.91K ﹤0.01% 343
2025
Q4 		$19.1K Buy
355
+65
+22% +$3.2K ﹤0.01% 355
2025
Q3 		$14.2K Buy
290
+150
+107% +$7.09K ﹤0.01% 314
2025
Q2 		$6.41K Sell
140
-761
-84% -$32K ﹤0.01% 385
2025
Q1 		$38.5K Buy
901
+761
+544% +$35.1K ﹤0.01% 281
2024
Q4 		$6.77K Sell
140
-100
-42% -$4.92K ﹤0.01% 391
2024
Q3 		$11.1K Sell
240
-401
-63% -$17.6K ﹤0.01% 385
2024
Q2 		$25.8K Buy
+641
New +$26.1K ﹤0.01% 322
2024
Q1 		– Sell
-447
Closed -$19.6K – 549
2023
Q4 		$19.6K Hold
447
– – ﹤0.01% 317
2023
Q3 		$15K Hold
447
– – ﹤0.01% 305
2023
Q2 		$15K Hold
447
– – ﹤0.01% 301
2023
Q1 		$16.3K Sell
447
-118
-21% -$5.26K ﹤0.01% 318
2022
Q4 		$24.9K Buy
565
+118
+26% +$5.05K ﹤0.01% 289
2022
Q3 		$18K Sell
447
-293
-40% -$13.6K ﹤0.01% 311
2022
Q2 		$34K Sell
740
-7,594
-91% -$379K ﹤0.01% 272
2022
Q1 		$443K Buy
8,334
+1,357
+19% +$78K 0.03% 186
2021
Q4 		$392K Buy
6,977
+387
+6% +$22.9K 0.03% 196
2021
Q3 		$392K Buy
6,590
+339
+5% +$19.3K 0.03% 169
2021
Q2 		$356K Buy
6,251
+943
+18% +$55.3K 0.03% 164
2021
Q1 		$294K Buy
5,308
+235
+5% +$11.7K 0.03% 157
2020
Q4 		$236K Buy
+5,073
New +$215K 0.02% 163
2020
Q1 		– Sell
-9,656
Closed -$573K – 205
2019
Q4 		$573K Buy
+9,656
New +$558K 0.05% 122
2018
Q2 		– Sell
-4,262
Closed -$215K – 121
2018
Q1 		$215K Sell
4,262
-906
-18% -$49.6K 0.04% 110
2017
Q4 		$277K Hold
5,168
– – 0.04% 98
2017
Q3 		$277K Sell
5,168
-4,648
-47% -$243K 0.05% 93
2017
Q2 		$510K Sell
9,816
-27
-0.3% -$1.39K 0.07% 67
2017
Q1 		$507K Sell
9,843
-1,055
-10% -$56.3K 0.07% 73
2016
Q4 		$560K Sell
10,898
-596
-5% -$28.3K 0.08% 71
2016
Q3 		$493K Sell
11,494
-940
-8% -$39.9K 0.07% 84
2016
Q2 		$501K Sell
12,434
-835
-6% -$34.8K 0.08% 77
2016
Q1 		$539K Sell
13,269
-581
-4% -$23.2K 0.09% 44
2015
Q4 		$591K Sell
13,850
-131
-0.9% -$5.6K 0.1% 37
2015
Q3 		$573K Sell
13,981
-380
-3% -$16.5K 0.1% 37
2015
Q2 		$623K Buy
14,361
+20
+0.1% +$874 0.1% 37
2015
Q1 		$626K Sell
14,341
-576
-4% -$25.2K 0.1% 38
2014
Q4 		$671K Sell
14,917
-571
-4% -$24.6K 0.11% 37
2014
Q3 		$648K Sell
15,488
-670
-4% -$28.3K 0.11% 36
2014
Q2 		$700K Buy
16,158
+30
+0.2% +$1.25K 0.12% 35
2014
Q1 		$691K Buy
16,128
+29
+0.2% +$1.19K 0.12% 34
2013
Q4 		$650K Sell
16,099
-1,474
-8% -$56.5K 0.12% 33
2013
Q3 		$643K Buy
17,573
+4,041
+30% +$150K 0.13% 32
2013
Q2 		$489K Buy
+13,532
New +$464K 0.11% 28

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

BOK Financial Private Wealth's USB Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its US Bancorp (USB) stake by 41% in Q1 2026, selling an estimated $7.91K and leaving 211 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

BOK Financial Private Wealth first reported a position in USB in Q2 2013 and has held it in 42 quarters since. The position peaked at $700K in Q2 2014. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • BOK Financial Private Wealth held 211 shares of US Bancorp worth $11.2K as of Q1 2026.
  • BOK Financial Private Wealth sold 144 US Bancorp shares in Q1 2026, an estimated $7.91K.
  • US Bancorp made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #343 holding.
  • BOK Financial Private Wealth first reported a position in US Bancorp in Q2 2013 and has held it in 42 quarters since.
  • BOK Financial Private Wealth's US Bancorp position peaked at $700K in Q2 2014.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.