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Flagship Wealth Advisors’s US Bancorp USB Stock Holding History

Flagship Wealth Advisors’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 		– Sell
-123
Closed -$6.54K – 403
2025
Q4 		$6.54K Sell
123
-122
-50% -$6K ﹤0.01% 344
2025
Q3 		$11.8K Buy
+245
New +$11.6K ﹤0.01% 322

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

Flagship Wealth Advisors's USB Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of US Bancorp (USB) in Q1 2026, closing a stake of 123 shares — an estimated $6.54K sold.

Flagship Wealth Advisors first reported a position in USB in Q3 2025 and held it in 2 quarters. The position peaked at $11.8K in Q3 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 123 US Bancorp shares in Q1 2026, an estimated $6.54K.
  • Flagship Wealth Advisors first reported a position in US Bancorp in Q3 2025 and held it in 2 quarters.
  • Flagship Wealth Advisors's US Bancorp position peaked at $11.8K in Q3 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.