Cherry Tree Wealth Management’s US Bancorp USB Stock Holding History

Cherry Tree 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 Q2	$249K	Sell	4,122 -4,645	-53%	-$260K	0.05%	146
2026 Q1	$456K	Sell	8,767 -500	-5%	-$27.5K	0.1%	101
2025 Q4	$494K	Sell	9,267 -1,599	-15%	-$78.7K	0.1%	99
2025 Q3	$525K	Sell	10,866 -500	-4%	-$23.6K	0.12%	93
2025 Q2	$514K	Sell	11,366 -500	-4%	-$21K	0.12%	87
2025 Q1	$501K	Sell	11,866 -2,300	-16%	-$106K	0.12%	88
2024 Q4	$678K	Sell	14,166 -495	-3%	-$24.4K	0.17%	77
2024 Q3	$670K	Hold	14,661	–	–	0.16%	79
2024 Q2	$582K	Hold	14,661	–	–	0.15%	81
2024 Q1	$655K	Sell	14,661 -231	-2%	-$9.75K	0.16%	74
2023 Q4	$645K	Hold	14,892	–	–	0.17%	74
2023 Q3	$492K	Hold	14,892	–	–	0.14%	81
2023 Q2	$492K	Buy	+14,892	New	+$481K	0.14%	84

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's USB Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its US Bancorp (USB) stake by 53% in Q2 2026, selling an estimated $260K and leaving 4,122 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #146.

Cherry Tree Wealth Management first reported a position in USB in Q2 2023 and has held it in 13 quarters since. The position peaked at $678K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Cherry Tree Wealth Management held 4,122 shares of US Bancorp worth $249K as of Q2 2026.
Cherry Tree Wealth Management sold 4,645 US Bancorp shares in Q2 2026, an estimated $260K.
US Bancorp made up 0.05% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #146 holding.
Cherry Tree Wealth Management first reported a position in US Bancorp in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's US Bancorp position peaked at $678K in Q4 2024.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.