IAA
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Independent Advisor Alliance’s US Bancorp USB Stock Holding History

Independent Advisor Alliance’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 		$4.28M Buy
82,196
+2,268
+3% +$125K 0.05% 351
2025
Q4 		$4.26M Buy
79,928
+1,725
+2% +$84.8K 0.1% 159
2025
Q3 		$3.78M Buy
78,203
+5,441
+7% +$257K 0.1% 177
2025
Q2 		$3.29M Buy
72,762
+1,642
+2% +$69K 0.09% 189
2025
Q1 		$3M Buy
71,120
+4,632
+7% +$214K 0.1% 186
2024
Q4 		$3.18M Buy
66,488
+9,712
+17% +$478K 0.04% 380
2024
Q3 		$2.6M Buy
56,776
+2,475
+5% +$109K 0.09% 182
2024
Q2 		$2.16M Buy
54,301
+8,749
+19% +$357K 0.07% 213
2024
Q1 		$2.04M Buy
45,552
+2,431
+6% +$103K 0.07% 214
2023
Q4 		$1.87M Sell
43,121
-6,839
-14% -$250K 0.07% 219
2023
Q3 		$1.65M Sell
49,960
-3,967
-7% -$145K 0.07% 218
2023
Q2 		$1.78M Buy
53,927
+4,088
+8% +$132K 0.08% 215
2023
Q1 		$1.8M Buy
49,839
+1,755
+4% +$78.2K 0.09% 206
2022
Q4 		$2.1K Buy
48,084
+1,678
+4% +$71.8K ﹤0.01% 249
2022
Q3 		$1.87M Buy
46,406
+3,135
+7% +$145K 0.11% 176
2022
Q2 		$1.99M Buy
43,271
+3,719
+9% +$186K 0.11% 168
2022
Q1 		$2.1M Buy
39,552
+7,319
+23% +$421K 0.1% 179
2021
Q4 		$1.81M Sell
32,233
-3,947
-11% -$233K 0.09% 176
2021
Q3 		$2.15M Buy
36,180
+8,899
+33% +$507K 0.12% 153
2021
Q2 		$1.55M Buy
27,281
+4,549
+20% +$267K 0.09% 192
2021
Q1 		$1.26M Sell
22,732
-828
-4% -$41.3K 0.07% 217
2020
Q4 		$1.1M Buy
23,560
+8,523
+57% +$361K 0.07% 203
2020
Q3 		$539K Sell
15,037
-449
-3% -$16.4K 0.04% 276
2020
Q2 		$570K Sell
15,486
-3,958
-20% -$141K 0.06% 244
2020
Q1 		$670K Sell
19,444
-7,090
-27% -$342K 0.1% 177
2019
Q4 		$1.57M Sell
26,534
-2,265
-8% -$131K 0.07% 280
2019
Q3 		$1.59M Sell
28,799
-2,451
-8% -$132K 0.19% 105
2019
Q2 		$1.64M Buy
31,250
+13,303
+74% +$685K 0.24% 88
2019
Q1 		$865K Sell
17,947
-729
-4% -$36.6K 0.12% 163
2018
Q4 		$853K Buy
18,676
+11,186
+149% +$576K 0.15% 134
2018
Q3 		$390K Sell
7,490
-247
-3% -$13.1K 0.07% 224
2018
Q2 		$385K Sell
7,737
-8
-0.1% -$406 0.08% 210
2018
Q1 		$385K Buy
7,745
+417
+6% +$22.8K 0.09% 219
2017
Q4 		$406K Buy
7,328
+746
+11% +$40.1K 0.09% 205
2017
Q3 		$354K Buy
6,582
+2,606
+66% +$136K 0.1% 184
2017
Q2 		$208K Sell
3,976
-394
-9% -$20.3K 0.07% 227
2017
Q1 		$223K Buy
4,370
+145
+3% +$7.73K 0.04% 354
2016
Q4 		$216K Buy
+4,225
New +$201K 0.09% 168

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

Independent Advisor Alliance's USB Position: Q1 2026 in Review

Independent Advisor Alliance increased its US Bancorp (USB) stake by 2.8% in Q1 2026, buying an estimated $125K and bringing the position to 82,196 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #351.

Independent Advisor Alliance first reported a position in USB in Q4 2016 and has held it in 38 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Independent Advisor Alliance held 82,196 shares of US Bancorp worth $4.28M as of Q1 2026.
  • Independent Advisor Alliance bought 2,268 US Bancorp shares in Q1 2026, an estimated $125K.
  • US Bancorp made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #351 holding.
  • Independent Advisor Alliance first reported a position in US Bancorp in Q4 2016 and has held it in 38 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.