JTWM
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Jackson Thornton Wealth Management’s US Bancorp USB Stock Holding History

Jackson Thornton Wealth Management’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 		$260K Sell
4,663
-45
-1% -$2.47K 0.02% 221
2025
Q4 		$264K Buy
+4,708
New +$232K 0.03% 231

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

Jackson Thornton Wealth Management's USB Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its US Bancorp (USB) stake by 0.96% in Q1 2026, selling an estimated $2.47K and leaving 4,663 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #221.

Jackson Thornton Wealth Management first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,663 shares of US Bancorp worth $260K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 45 US Bancorp shares in Q1 2026, an estimated $2.47K.
  • US Bancorp made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Jackson Thornton Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's US Bancorp position peaked at $264K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.