Fortress Financial Group’s US Bancorp USB Stock Holding History

Fortress Financial 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	–	Sell	-3,793	Closed	-$202K	–	97
2025 Q4	$202K	Buy	+3,793	New	+$187K	0.15%	80

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortress Financial Group's USB Position: Q1 2026 in Review

Fortress Financial Group sold out of US Bancorp (USB) in Q1 2026, closing a stake of 3,793 shares — an estimated $202K sold.

Fortress Financial Group first reported a position in USB in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Fortress Financial Group reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
Fortress Financial Group sold 3,793 US Bancorp shares in Q1 2026, an estimated $202K.
Fortress Financial Group first reported a position in US Bancorp in Q4 2025 and held it in 1 quarter.
Fortress Financial Group's US Bancorp position peaked at $202K in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.