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Copley Financial Group’s US Bancorp USB Stock Holding History

Copley 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 		$402K Sell
7,737
-692
-8% -$38K 0.24% 70
2025
Q4 		$450K Sell
8,429
-552
-6% -$27.2K 0.28% 53
2025
Q3 		$434K Buy
+8,981
New +$425K 0.3% 59
2024
Q4 		– Sell
-99
Closed -$4.53K – 210
2024
Q3 		$4.53K Buy
+99
New +$4.34K ﹤0.01% 161

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

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

Copley Financial Group reduced its US Bancorp (USB) stake by 8.2% in Q1 2026, selling an estimated $38K and leaving 7,737 shares worth $402K. The position accounts for 0.24% of the portfolio, ranked #70.

Copley Financial Group first reported a position in USB in Q3 2024 and has held it in 4 quarters since. The position peaked at $450K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Copley Financial Group held 7,737 shares of US Bancorp worth $402K as of Q1 2026.
  • Copley Financial Group sold 692 US Bancorp shares in Q1 2026, an estimated $38K.
  • US Bancorp made up 0.24% of Copley Financial Group's portfolio in Q1 2026, its #70 holding.
  • Copley Financial Group first reported a position in US Bancorp in Q3 2024 and has held it in 4 quarters since.
  • Copley Financial Group's US Bancorp position peaked at $450K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.