BRM
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Boston Research & Management’s US Bancorp USB Stock Holding History

Boston Research & 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 		$4.94M Hold
95,058
– – 1.17% 38
2025
Q4 		$5.07M Sell
95,058
-3,775
-4% -$186K 1.17% 35
2025
Q3 		$4.78M Buy
98,833
+794
+0.8% +$37.6K 1.05% 42
2025
Q2 		$4.44M Buy
98,039
+4,946
+5% +$208K 1.06% 45
2025
Q1 		$3.93M Sell
93,093
-1,448
-2% -$66.8K 0.98% 50
2024
Q4 		$4.52M Buy
94,541
+1,530
+2% +$75.3K 1.11% 42
2024
Q3 		$4.25M Buy
93,011
+2,480
+3% +$109K 1% 46
2024
Q2 		$3.59M Buy
90,531
+2,290
+3% +$93.4K 0.91% 52
2024
Q1 		$3.94M Buy
88,241
+2,345
+3% +$99K 0.97% 49
2023
Q4 		$3.72M Buy
85,896
+5,197
+6% +$190K 0.99% 48
2023
Q3 		$2.67M Buy
80,699
+5,171
+7% +$188K 0.79% 53
2023
Q2 		$2.5M Buy
75,528
+13,040
+21% +$421K 0.71% 56
2023
Q1 		$2.25M Buy
62,488
+16,862
+37% +$751K 0.67% 55
2022
Q4 		$1.99M Buy
45,626
+2,695
+6% +$115K 0.62% 60
2022
Q3 		$1.73M Sell
42,931
-1,360
-3% -$62.9K 0.59% 60
2022
Q2 		$2.04M Hold
44,291
– – 0.66% 56
2022
Q1 		$2.35M Sell
44,291
-1,250
-3% -$71.8K 0.68% 55
2021
Q4 		$2.56M Hold
45,541
– – 0.7% 53
2021
Q3 		$2.71M Sell
45,541
-860
-2% -$49K 0.81% 51
2021
Q2 		$2.64M Sell
46,401
-365
-0.8% -$21.4K 0.8% 52
2021
Q1 		$2.59M Sell
46,766
-840
-2% -$41.9K 0.83% 48
2020
Q4 		$2.22M Sell
47,606
-1,750
-4% -$74.1K 0.77% 49
2020
Q3 		$1.77M Sell
49,356
-7,917
-14% -$290K 0.69% 50
2020
Q2 		$2.11M Buy
57,273
+3,536
+7% +$126K 0.88% 45
2020
Q1 		$1.85M Sell
53,737
-13,108
-20% -$632K 0.93% 41
2019
Q4 		$3.96M Sell
66,845
-150
-0.2% -$8.67K 1.49% 37
2019
Q3 		$3.71M Buy
66,995
+3,095
+5% +$167K 1.47% 38
2019
Q2 		$3.35M Buy
63,900
+5,660
+10% +$292K 1.35% 40
2019
Q1 		$2.81M Buy
58,240
+6,205
+12% +$311K 1.17% 43
2018
Q4 		$2.38M Buy
52,035
+80
+0.2% +$4.12K 1.13% 43
2018
Q3 		$2.74M Sell
51,955
-420
-0.8% -$22.2K 1.25% 41
2018
Q2 		$2.62M Buy
52,375
+5,095
+11% +$259K 1.29% 43
2018
Q1 		$2.39M Buy
47,280
+2,575
+6% +$141K 1.22% 42
2017
Q4 		$2.4M Buy
44,705
+35
+0.1% +$1.88K 1.2% 43
2017
Q3 		$2.39M Buy
44,670
+1,400
+3% +$73.2K 1.22% 44
2017
Q2 		$2.25M Buy
43,270
+80
+0.2% +$4.12K 1.22% 44
2017
Q1 		$2.22M Buy
43,190
+145
+0.3% +$7.73K 1.21% 43
2016
Q4 		$2.21M Buy
43,045
+320
+0.7% +$15.2K 1.26% 42
2016
Q3 		$1.83M Buy
42,725
+680
+2% +$28.9K 1.06% 48
2016
Q2 		$1.7M Buy
42,045
+2,210
+6% +$92K 1.03% 49
2016
Q1 		$1.62M Buy
39,835
+705
+2% +$28.1K 1.01% 48
2015
Q4 		$1.67M Buy
39,130
+900
+2% +$38.5K 1.04% 45
2015
Q3 		$1.57M Buy
38,230
+32,840
+609% +$1.42M 1.03% 46
2015
Q2 		$233K Hold
5,390
– – 0.15% 92
2015
Q1 		$235K Hold
5,390
– – 0.15% 93
2014
Q4 		$242K Hold
5,390
– – 0.15% 96
2014
Q3 		$225K Hold
5,390
– – 0.15% 98
2014
Q2 		$233K Hold
5,390
– – 0.16% 93
2014
Q1 		$231K Hold
5,390
– – 0.17% 89
2013
Q4 		$217K Buy
+5,390
New +$207K 0.17% 88

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

Boston Research & Management's USB Position: Q1 2026 in Review

Boston Research & Management held its US Bancorp (USB) position steady in Q1 2026 at 95,058 shares worth $4.94M. The position accounts for 1.17% of the portfolio, ranked #38.

Boston Research & Management first reported a position in USB in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.07M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Boston Research & Management held 95,058 shares of US Bancorp worth $4.94M as of Q1 2026.
  • Boston Research & Management left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 1.17% of Boston Research & Management's portfolio in Q1 2026, its #38 holding.
  • Boston Research & Management first reported a position in US Bancorp in Q4 2013 and has held it in 50 quarters since.
  • Boston Research & Management's US Bancorp position peaked at $5.07M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.