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Garton & Associates Financial Advisors’s US Bancorp USB Stock Holding History

Garton & Associates Financial 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
-1,210
Closed -$64.6K – 663
2025
Q4 		$64.6K Buy
+1,210
New +$59.5K 0.04% 320

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garton & Associates Financial Advisors's USB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of US Bancorp (USB) in Q1 2026, closing a stake of 1,210 shares — an estimated $64.6K sold.

Garton & Associates Financial Advisors first reported a position in USB in Q4 2025 and held it in 1 quarter. The position peaked at $64.6K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,210 US Bancorp shares in Q1 2026, an estimated $64.6K.
  • Garton & Associates Financial Advisors first reported a position in US Bancorp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's US Bancorp position peaked at $64.6K in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.