Bradley & Co Private Wealth Management’s US Bancorp USB Stock Holding History

Bradley & Co Private Wealth 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	$13.8K	Hold	263	–	–	0.01%	128
2025 Q4	$14K	Hold	263	–	–	0.01%	127
2025 Q3	$12.7K	Hold	263	–	–	0.01%	120
2025 Q2	$11.9K	Hold	263	–	–	0.01%	118
2025 Q1	$11.1K	Hold	263	–	–	0.01%	118
2024 Q4	$12.6K	Buy	+263	New	+$12.9K	0.01%	117
2024 Q2	$10.4K	Hold	263	–	–	0.01%	117
2024 Q1	$11.8K	Hold	263	–	–	0.01%	115
2023 Q4	$11.4K	Hold	263	–	–	0.01%	119
2023 Q3	$8.7K	Hold	263	–	–	0.01%	116
2023 Q2	$8.69K	Hold	263	–	–	0.01%	116
2023 Q1	$9.48K	Hold	263	–	–	0.01%	116
2022 Q4	$11.5K	Hold	263	–	–	0.01%	112
2022 Q3	$11K	Hold	263	–	–	0.01%	122
2022 Q2	$12K	Buy	263 +63	+32%	+$3.15K	0.01%	129
2022 Q1	$11K	Hold	200	–	–	0.01%	126
2021 Q4	$11K	Hold	200	–	–	0.01%	131
2021 Q3	$12K	Hold	200	–	–	0.01%	135
2021 Q2	$11K	Hold	200	–	–	0.01%	140
2021 Q1	$11K	Buy	+200	New	+$9.99K	0.01%	138

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bradley & Co Private Wealth Management's USB Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its US Bancorp (USB) position steady in Q1 2026 at 263 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #128.

Bradley & Co Private Wealth Management first reported a position in USB in Q1 2021 and has held it in 20 quarters since. The position peaked at $14K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Bradley & Co Private Wealth Management held 263 shares of US Bancorp worth $13.8K as of Q1 2026.
Bradley & Co Private Wealth Management left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #128 holding.
Bradley & Co Private Wealth Management first reported a position in US Bancorp in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's US Bancorp position peaked at $14K in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.