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Cornerstone Wealth Management’s US Bancorp USB Stock Holding History

Cornerstone 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 		$2.71M Buy
52,045
+676
+1% +$37.1K 0.14% 154
2025
Q4 		$2.74M Buy
51,369
+3,205
+7% +$158K 0.14% 146
2025
Q3 		$2.33M Buy
48,164
+777
+2% +$36.7K 0.13% 151
2025
Q2 		$2.14M Buy
47,387
+2,574
+6% +$108K 0.13% 149
2025
Q1 		$1.89M Buy
44,813
+3,153
+8% +$145K 0.13% 156
2024
Q4 		$1.99M Sell
41,660
-565
-1% -$27.8K 0.13% 150
2024
Q3 		$1.93M Sell
42,225
-345
-0.8% -$15.1K 0.14% 145
2024
Q2 		$1.69M Buy
42,570
+4,780
+13% +$195K 0.13% 147
2024
Q1 		$1.69M Buy
37,790
+1,353
+4% +$57.1K 0.14% 143
2023
Q4 		$1.58M Buy
36,437
+4,109
+13% +$150K 0.14% 142
2023
Q3 		$1.07M Buy
32,328
+509
+2% +$18.5K 0.1% 171
2023
Q2 		$1.05M Buy
31,819
+3,112
+11% +$101K 0.09% 175
2023
Q1 		$1.03M Buy
+28,707
New +$1.28M 0.1% 170
2022
Q3 		$1.15M Sell
28,584
-1,720
-6% -$79.6K 0.13% 139
2022
Q2 		$1.4M Buy
30,304
+3,237
+12% +$162K 0.15% 128
2022
Q1 		$1.44M Buy
27,067
+662
+3% +$38K 0.14% 136
2021
Q4 		$1.49M Buy
26,405
+2,511
+11% +$149K 0.14% 145
2021
Q3 		$1.42M Sell
23,894
-3,958
-14% -$225K 0.15% 141
2021
Q2 		$1.59M Sell
27,852
-530
-2% -$31.1K 0.17% 125
2021
Q1 		$1.57M Buy
28,382
+1,446
+5% +$72.2K 0.19% 117
2020
Q4 		$1.25M Buy
26,936
+471
+2% +$19.9K 0.16% 126
2020
Q3 		$949K Buy
26,465
+241
+0.9% +$8.82K 0.14% 143
2020
Q2 		$966K Buy
26,224
+367
+1% +$13.1K 0.16% 137
2020
Q1 		$891K Buy
25,857
+1,848
+8% +$89.1K 0.17% 115
2019
Q4 		$1.42M Sell
24,009
-1,049
-4% -$60.6K 0.23% 82
2019
Q3 		$1.39M Sell
25,058
-320
-1% -$17.3K 0.24% 80
2019
Q2 		$1.32M Buy
25,378
+2,267
+10% +$117K 0.24% 86
2019
Q1 		$2.57M Sell
23,111
-541
-2% -$27.1K 0.31% 78
2018
Q4 		$1.09M Sell
23,652
-1,168,993
-98% -$60.2M 0.23% 89
2018
Q3 		$22.1M Buy
1,192,645
+59,025
+5% +$3.13M 0.28% 83
2018
Q2 		$22.5M Buy
1,133,620
+1,111,912
+5,122% +$56.4M 0.25% 89
2018
Q1 		$1.08M Sell
21,708
-307
-1% -$16.8K 0.21% 105
2017
Q4 		$1.23M Sell
22,015
-132
-0.6% -$7.1K 0.23% 96
2017
Q3 		$1.19M Sell
22,147
-166
-0.7% -$8.69K 0.25% 92
2017
Q2 		$1.16M Buy
22,313
+718
+3% +$37K 0.26% 83
2017
Q1 		$1.1M Buy
21,595
+3,533
+20% +$188K 0.27% 78
2016
Q4 		$929K Sell
18,062
-202
-1% -$9.61K 0.3% 71
2016
Q3 		$782K Buy
+18,264
New +$776K 0.29% 67

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 Management's USB Position: Q1 2026 in Review

Cornerstone Wealth Management increased its US Bancorp (USB) stake by 1.3% in Q1 2026, buying an estimated $37.1K and bringing the position to 52,045 shares worth $2.71M. The position accounts for 0.14% of the portfolio, ranked #154.

Cornerstone Wealth Management first reported a position in USB in Q3 2016 and has held it in 38 quarters since. The position peaked at $22.5M in Q2 2018. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Cornerstone Wealth Management held 52,045 shares of US Bancorp worth $2.71M as of Q1 2026.
  • Cornerstone Wealth Management bought 676 US Bancorp shares in Q1 2026, an estimated $37.1K.
  • US Bancorp made up 0.14% of Cornerstone Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Cornerstone Wealth Management first reported a position in US Bancorp in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's US Bancorp position peaked at $22.5M in Q2 2018.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.