First Heartland Consultants
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First Heartland Consultants’s US Bancorp USB Stock Holding History

First Heartland Consultants’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
Q3 		$217K Sell
3,765
-152
-4% -$9.49K 0.01% 554
2026
Q2 		$237K Buy
+3,917
New +$219K 0.02% 540
2026
Q1 		– Sell
-6,711
Closed -$358K – 577
2025
Q4 		$358K Buy
6,711
+55
+0.8% +$2.7K 0.03% 371
2025
Q3 		$322K Sell
6,656
-217
-3% -$10.3K 0.03% 387
2025
Q2 		$311K Buy
6,873
+730
+12% +$30.7K 0.03% 375
2025
Q1 		$259K Sell
6,143
-179
-3% -$8.26K 0.03% 377
2024
Q4 		$302K Buy
+6,322
New +$311K 0.03% 346
2024
Q1 		– Sell
-13,356
Closed -$578K – 438
2023
Q4 		$578K Sell
13,356
-23,580
-64% -$862K 0.07% 196
2023
Q3 		$1.22M Buy
36,936
+7,247
+24% +$264K 0.15% 131
2023
Q2 		$981K Buy
+29,689
New +$960K 0.13% 141
2023
Q1 		– Sell
-7,939
Closed -$346K – 399
2022
Q4 		$346K Buy
+7,939
New +$340K 0.06% 257
2018
Q2 		– Sell
-5,265
Closed -$266K – 266
2018
Q1 		$266K Buy
5,265
+511
+11% +$28K 0.08% 226
2017
Q4 		$255K Sell
4,754
-1,891
-28% -$102K 0.08% 230
2017
Q3 		$356K Buy
6,645
+523
+9% +$27.4K 0.09% 253
2017
Q2 		$318K Sell
6,122
-1,474
-19% -$75.9K 0.08% 259
2017
Q1 		$391K Buy
7,596
+76
+1% +$4.05K 0.11% 219
2016
Q4 		$386K Sell
7,520
-3
-0% -$143 0.12% 216
2016
Q3 		$323K Buy
7,523
+167
+2% +$7.09K 0.09% 229
2016
Q2 		$297K Buy
7,356
+1,359
+23% +$56.6K 0.03% 229
2016
Q1 		$243K Sell
5,997
-45
-0.7% -$1.8K 0.09% 225
2015
Q4 		$258K Hold
6,042
– – 0.1% 216
2015
Q3 		$248K Buy
6,042
+500
+9% +$21.7K 0.1% 207
2015
Q2 		$241K Buy
+5,542
New +$242K 0.07% 218
2015
Q1 		– Sell
-5,289
Closed -$238K – 271
2014
Q4 		$238K Buy
+5,289
New +$228K 0.1% 208

Other funds holding USB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

First Heartland Consultants's USB Position: Q3 2026 in Review

First Heartland Consultants reduced its US Bancorp (USB) stake by 3.9% in Q3 2026, selling an estimated $9.49K and leaving 3,765 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #554.

First Heartland Consultants first reported a position in USB in Q4 2014 and has held it in 24 quarters since. The position peaked at $1.22M in Q3 2023. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • First Heartland Consultants held 3,765 shares of US Bancorp worth $217K as of Q3 2026.
  • First Heartland Consultants sold 152 US Bancorp shares in Q3 2026, an estimated $9.49K.
  • US Bancorp made up 0.01% of First Heartland Consultants's portfolio in Q3 2026, its #554 holding.
  • First Heartland Consultants first reported a position in US Bancorp in Q4 2014 and has held it in 24 quarters since.
  • First Heartland Consultants's US Bancorp position peaked at $1.22M in Q3 2023.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.