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Continuum Advisory’s US Bancorp USB Stock Holding History

Continuum 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 		$384K Sell
7,387
-1
-0% -$55 0.04% 322
2025
Q4 		$394K Sell
7,388
-1,208
-14% -$59.4K 0.04% 321
2025
Q3 		$415K Sell
8,596
-724
-8% -$34.2K 0.04% 304
2025
Q2 		$422K Buy
9,320
+1,149
+14% +$48.3K 0.05% 283
2025
Q1 		$345K Buy
8,171
+677
+9% +$31.2K 0.04% 295
2024
Q4 		$358K Buy
7,494
+27
+0.4% +$1.33K 0.05% 299
2024
Q3 		$376K Buy
7,467
+15
+0.2% +$658 0.05% 290
2024
Q2 		$296K Sell
7,452
-168
-2% -$6.85K 0.04% 310
2024
Q1 		$317K Sell
7,620
-3,827
-33% -$161K 0.05% 294
2023
Q4 		$496K Buy
11,447
+953
+9% +$34.8K 0.07% 283
2023
Q3 		$347K Buy
10,494
+505
+5% +$18.4K 0.06% 336
2023
Q2 		$330K Buy
9,989
+1,736
+21% +$56.1K 0.05% 350
2023
Q1 		$298K Buy
8,253
+337
+4% +$15K 0.05% 353
2022
Q4 		$345K Buy
7,916
+413
+6% +$17.7K 0.06% 322
2022
Q3 		$303K Sell
7,503
-41
-0.5% -$1.9K 0.05% 320
2022
Q2 		$347K Buy
7,544
+393
+5% +$19.6K 0.06% 308
2022
Q1 		$347K Buy
+7,151
New +$411K 0.07% 291
2018
Q1 		– Sell
-4,487
Closed -$240K – 176
2017
Q4 		$240K Buy
4,487
+252
+6% +$13.6K 0.18% 139
2017
Q3 		$227K Buy
+4,235
New +$222K 0.2% 133
2017
Q2 		– Sell
-4,173
Closed -$215K – 144
2017
Q1 		$215K Buy
+4,173
New +$222K 0.26% 109

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

Continuum Advisory's USB Position: Q1 2026 in Review

Continuum Advisory reduced its US Bancorp (USB) stake by 0.01% in Q1 2026, selling an estimated $55 and leaving 7,387 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #322.

Continuum Advisory first reported a position in USB in Q1 2017 and has held it in 20 quarters since. The position peaked at $496K in Q4 2023. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Continuum Advisory held 7,387 shares of US Bancorp worth $384K as of Q1 2026.
  • Continuum Advisory sold 1 US Bancorp share in Q1 2026, an estimated $55.
  • US Bancorp made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #322 holding.
  • Continuum Advisory first reported a position in US Bancorp in Q1 2017 and has held it in 20 quarters since.
  • Continuum Advisory's US Bancorp position peaked at $496K in Q4 2023.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.