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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's USB Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its US Bancorp (USB) stake by 5.4% in Q1 2026, selling an estimated $27.5K and leaving 8,767 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #101.

Cherry Tree Wealth Management first reported a position in USB in Q2 2023 and has held it in 12 quarters since. The position peaked at $678K in Q4 2024. 1,978 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Cherry Tree Wealth Management held 8,767 shares of US Bancorp worth $456K as of Q1 2026.
  • Cherry Tree Wealth Management sold 500 US Bancorp shares in Q1 2026, an estimated $27.5K.
  • US Bancorp made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Cherry Tree Wealth Management first reported a position in US Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's US Bancorp position peaked at $678K in Q4 2024.
  • 1,978 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.