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Cornerstone Wealth Group’s US Bancorp USB Stock Holding History

Cornerstone Wealth 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 		$318K Buy
5,592
+1,698
+44% +$93.3K 0.02% 315
2025
Q4 		$208K Buy
+3,894
New +$192K 0.01% 370
2023
Q2 		– Sell
-77,012
Closed -$2.78M – 159
2023
Q1 		$2.78M Buy
+77,012
New +$3.43M 0.49% 73

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

Cornerstone Wealth Group's USB Position: Q1 2026 in Review

Cornerstone Wealth Group increased its US Bancorp (USB) stake by 44% in Q1 2026, buying an estimated $93.3K and bringing the position to 5,592 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #315.

Cornerstone Wealth Group first reported a position in USB in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.78M in Q1 2023. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Cornerstone Wealth Group held 5,592 shares of US Bancorp worth $318K as of Q1 2026.
  • Cornerstone Wealth Group bought 1,698 US Bancorp shares in Q1 2026, an estimated $93.3K.
  • US Bancorp made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #315 holding.
  • Cornerstone Wealth Group first reported a position in US Bancorp in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's US Bancorp position peaked at $2.78M in Q1 2023.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.