Jeppson Wealth Management’s US Bancorp USB Stock Holding History

Jeppson 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	$305K	Sell	5,857 -20	-0.3%	-$1.1K	0.1%	173
2025 Q4	$314K	Sell	5,877 -50	-0.8%	-$2.46K	0.1%	163
2025 Q3	$286K	Hold	5,927	–	–	0.09%	174
2025 Q2	$268K	Sell	5,927 -22	-0.4%	-$925	0.09%	174
2025 Q1	$251K	Sell	5,949 -105	-2%	-$4.84K	0.09%	174
2024 Q4	$290K	Hold	6,054	–	–	0.11%	155
2024 Q3	$277K	Hold	6,054	–	–	0.1%	165
2024 Q2	$240K	Sell	6,054 -248	-4%	-$10.1K	0.09%	170
2024 Q1	$282K	Sell	6,302 -191	-3%	-$8.06K	0.11%	161
2023 Q4	$281K	Buy	+6,493	New	+$237K	0.12%	159
2023 Q1	–	Sell	-7,869	Closed	-$343K	–	209
2022 Q4	$343K	Buy	7,869 +1,409	+22%	+$60.3K	0.14%	136
2022 Q3	$260K	Buy	+6,460	New	+$299K	0.12%	156
2020 Q4	–	Sell	-874	Closed	-$31K	–	432
2020 Q3	$31K	Buy	+874	New	+$32K	0.02%	284

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

Jeppson Wealth Management's USB Position: Q1 2026 in Review

Jeppson Wealth Management reduced its US Bancorp (USB) stake by 0.34% in Q1 2026, selling an estimated $1.1K and leaving 5,857 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #173.

Jeppson Wealth Management first reported a position in USB in Q3 2020 and has held it in 13 quarters since. The position peaked at $343K in Q4 2022. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Jeppson Wealth Management held 5,857 shares of US Bancorp worth $305K as of Q1 2026.
Jeppson Wealth Management sold 20 US Bancorp shares in Q1 2026, an estimated $1.1K.
US Bancorp made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #173 holding.
Jeppson Wealth Management first reported a position in US Bancorp in Q3 2020 and has held it in 13 quarters since.
Jeppson Wealth Management's US Bancorp position peaked at $343K in Q4 2022.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.