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Goodman Advisory Group’s US Bancorp USB Stock Holding History

Goodman Advisory 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 		$6.38M Sell
122,651
-55,222
-31% -$3.03M 1.66% 23
2025
Q4 		$9.49M Sell
177,873
-16,162
-8% -$795K 2.34% 17
2025
Q3 		$9.38M Buy
194,035
+45,365
+31% +$2.15M 2.33% 13
2025
Q2 		$6.73M Buy
148,670
+48,718
+49% +$2.05M 2.29% 14
2025
Q1 		$4.22M Sell
99,952
-14,710
-13% -$679K 1.29% 29
2024
Q4 		$5.48M Sell
114,662
-6,404
-5% -$315K 1.62% 20
2024
Q3 		$5.54M Buy
121,066
+6,976
+6% +$306K 1.58% 19
2024
Q2 		$4.53M Buy
114,090
+743
+0.7% +$30.3K 1.35% 21
2024
Q1 		$5.07M Buy
113,347
+9,510
+9% +$401K 1.61% 22
2023
Q4 		$4.49M Sell
103,837
-76,722
-42% -$2.8M 1.53% 22
2023
Q3 		$5.97M Sell
180,559
-21,385
-11% -$779K 2.23% 14
2023
Q2 		$6.67M Buy
201,944
+201,861
+243,206% +$6.52M 2.47% 15
2023
Q1 		$2.99K Hold
83
– – ﹤0.01% 133
2022
Q4 		$4K Hold
83
– – ﹤0.01% 121
2022
Q3 		$3K Hold
83
– – ﹤0.01% 131
2022
Q2 		$4K Buy
+83
New +$4.14K ﹤0.01% 129

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

Goodman Advisory Group's USB Position: Q1 2026 in Review

Goodman Advisory Group reduced its US Bancorp (USB) stake by 31% in Q1 2026, selling an estimated $3.03M and leaving 122,651 shares worth $6.38M. The position accounts for 1.66% of the portfolio, ranked #23.

Goodman Advisory Group first reported a position in USB in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.49M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Goodman Advisory Group held 122,651 shares of US Bancorp worth $6.38M as of Q1 2026.
  • Goodman Advisory Group sold 55,222 US Bancorp shares in Q1 2026, an estimated $3.03M.
  • US Bancorp made up 1.66% of Goodman Advisory Group's portfolio in Q1 2026, its #23 holding.
  • Goodman Advisory Group first reported a position in US Bancorp in Q2 2022 and has held it in 16 quarters since.
  • Goodman Advisory Group's US Bancorp position peaked at $9.49M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.