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Financial Perspectives’s US Bancorp USB Stock Holding History

Financial Perspectives’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 		$1.05M Sell
20,174
-31
-0.2% -$1.7K 0.29% 56
2025
Q4 		$1.08M Buy
20,205
+22
+0.1% +$1.08K 0.29% 53
2025
Q3 		$975K Buy
20,183
+21
+0.1% +$993 0.27% 55
2025
Q2 		$912K Buy
20,162
+25
+0.1% +$1.05K 0.28% 55
2025
Q1 		$850K Sell
20,137
-104
-0.5% -$4.8K 0.29% 55
2024
Q4 		$968K Buy
20,241
+447
+2% +$22K 0.33% 47
2024
Q3 		$905K Buy
19,794
+22
+0.1% +$965 0.31% 51
2024
Q2 		$785K Buy
19,772
+21
+0.1% +$856 0.29% 52
2024
Q1 		$883K Buy
19,751
+22
+0.1% +$928 0.33% 50
2023
Q4 		$854K Buy
19,729
+26
+0.1% +$950 0.35% 48
2023
Q3 		$651K Buy
19,703
+24
+0.1% +$874 0.3% 54
2023
Q2 		$650K Buy
19,679
+24
+0.1% +$776 0.29% 55
2023
Q1 		$709K Buy
19,655
+18
+0.1% +$802 0.34% 51
2022
Q4 		$856K Buy
19,637
+20
+0.1% +$856 0.44% 42
2022
Q3 		$791K Buy
19,617
+17
+0.1% +$787 0.44% 39
2022
Q2 		$902K Buy
19,600
+16
+0.1% +$799 0.51% 32
2022
Q1 		$1.04M Buy
19,584
+12
+0.1% +$690 0.49% 36
2021
Q4 		$1.1M Buy
19,572
+12
+0.1% +$710 0.52% 36
2021
Q3 		$1.16M Buy
19,560
+13
+0.1% +$740 0.59% 32
2021
Q2 		$1.11M Sell
19,547
-1,060,958
-98% -$62.2M 0.54% 33
2021
Q1 		$19.5M Buy
1,080,505
+1,060,983
+5,435% +$53M 0.97% 18
2020
Q4 		$910K Buy
19,522
+142
+0.7% +$6.01K 0.52% 37
2020
Q3 		$695K Buy
19,380
+18
+0.1% +$659 0.46% 34
2020
Q2 		$713K Buy
19,362
+18
+0.1% +$641 0.51% 31
2020
Q1 		$666K Buy
19,344
+11
+0.1% +$530 0.54% 28
2019
Q4 		$1.15M Buy
+19,333
New +$1.12M 0.78% 14

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

Financial Perspectives's USB Position: Q1 2026 in Review

Financial Perspectives reduced its US Bancorp (USB) stake by 0.15% in Q1 2026, selling an estimated $1.7K and leaving 20,174 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #56.

Financial Perspectives first reported a position in USB in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.5M in Q1 2021. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Financial Perspectives held 20,174 shares of US Bancorp worth $1.05M as of Q1 2026.
  • Financial Perspectives sold 31 US Bancorp shares in Q1 2026, an estimated $1.7K.
  • US Bancorp made up 0.29% of Financial Perspectives's portfolio in Q1 2026, its #56 holding.
  • Financial Perspectives first reported a position in US Bancorp in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's US Bancorp position peaked at $19.5M in Q1 2021.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.