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HFM Investment Advisors’s US Bancorp USB Stock Holding History

HFM Investment 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 		$1.56K Hold
30
– – ﹤0.01% 280
2025
Q4 		$1.6K Hold
30
– – ﹤0.01% 340
2025
Q3 		$1.45K Buy
30
+2
+7% +$95 ﹤0.01% 252
2025
Q2 		$1.27K Buy
28
+20
+250% +$841 ﹤0.01% 285
2025
Q1 		$338 Buy
+8
New +$369 ﹤0.01% 424

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

HFM Investment Advisors's USB Position: Q1 2026 in Review

HFM Investment Advisors held its US Bancorp (USB) position steady in Q1 2026 at 30 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

HFM Investment Advisors first reported a position in USB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.6K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • HFM Investment Advisors held 30 shares of US Bancorp worth $1.56K as of Q1 2026.
  • HFM Investment Advisors left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #280 holding.
  • HFM Investment Advisors first reported a position in US Bancorp in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's US Bancorp position peaked at $1.6K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.