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Chapman Financial Group’s US Bancorp USB Stock Holding History

Chapman Financial Group’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 		$1.55M Sell
29,823
-1,434
-5% -$78.8K 1.11% 20
2025
Q4 		$1.67M Sell
31,257
-1,050
-3% -$51.6K 1.14% 22
2025
Q3 		$1.56M Buy
32,307
+1
+0% +$47 1.08% 22
2025
Q2 		$1.46M Buy
+32,306
New +$1.36M 1.24% 19
2024
Q4 		$1.57M Buy
+32,816
New +$1.61M 1.26% 22

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

Chapman Financial Group's USB Position: Q1 2026 in Review

Chapman Financial Group reduced its US Bancorp (USB) stake by 4.6% in Q1 2026, selling an estimated $78.8K and leaving 29,823 shares worth $1.55M. The position accounts for 1.11% of the portfolio, ranked #20.

Chapman Financial Group first reported a position in USB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Chapman Financial Group held 29,823 shares of US Bancorp worth $1.55M as of Q1 2026.
  • Chapman Financial Group sold 1,434 US Bancorp shares in Q1 2026, an estimated $78.8K.
  • US Bancorp made up 1.11% of Chapman Financial Group's portfolio in Q1 2026, its #20 holding.
  • Chapman Financial Group first reported a position in US Bancorp in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's US Bancorp position peaked at $1.67M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.