Impact Partnership Wealth’s US Bancorp USB Stock Holding History

Impact Partnership Wealth’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	$896K	Sell	17,229 -18	-0.1%	-$989	0.11%	131
2025 Q4	$920K	Sell	17,247 -10,261	-37%	-$505K	0.12%	118
2025 Q3	$1.33M	Sell	27,508 -1,009	-4%	-$47.7K	0.2%	71
2025 Q2	$1.29M	Buy	28,517 +11,575	+68%	+$487K	0.24%	42
2025 Q1	$715K	Hold	16,942	–	–	0.15%	72
2024 Q4	$810K	Buy	16,942 +14	+0.1%	+$689	0.16%	72
2024 Q3	$774K	Sell	16,928 -18,901	-53%	-$829K	0.17%	71
2024 Q2	$1.42M	Buy	35,829 +3,455	+11%	+$141K	0.37%	32
2024 Q1	$1.45M	Sell	32,374 -2,748	-8%	-$116K	0.57%	21
2023 Q4	$1.52M	Buy	35,122 +4,774	+16%	+$175K	0.56%	24
2023 Q3	$1M	Buy	+30,348	New	+$1.11M	0.31%	33

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

Impact Partnership Wealth's USB Position: Q1 2026 in Review

Impact Partnership Wealth reduced its US Bancorp (USB) stake by 0.1% in Q1 2026, selling an estimated $989 and leaving 17,229 shares worth $896K. The position accounts for 0.11% of the portfolio, ranked #131.

Impact Partnership Wealth first reported a position in USB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2023. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Impact Partnership Wealth held 17,229 shares of US Bancorp worth $896K as of Q1 2026.
Impact Partnership Wealth sold 18 US Bancorp shares in Q1 2026, an estimated $989.
US Bancorp made up 0.11% of Impact Partnership Wealth's portfolio in Q1 2026, its #131 holding.
Impact Partnership Wealth first reported a position in US Bancorp in Q3 2023 and has held it in 11 quarters since.
Impact Partnership Wealth's US Bancorp position peaked at $1.52M in Q4 2023.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.