Carson Advisory’s US Bancorp USB Stock Holding History

Carson 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	$208K	Hold	3,992	–	–	0.11%	178
2025 Q4	$213K	Buy	+3,992	New	+$196K	0.11%	176

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

Carson Advisory's USB Position: Q1 2026 in Review

Carson Advisory held its US Bancorp (USB) position steady in Q1 2026 at 3,992 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #178.

Carson Advisory first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $213K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Carson Advisory held 3,992 shares of US Bancorp worth $208K as of Q1 2026.
Carson Advisory left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.11% of Carson Advisory's portfolio in Q1 2026, its #178 holding.
Carson Advisory first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
Carson Advisory's US Bancorp position peaked at $213K in Q4 2025.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.