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Journey Strategic Wealth’s US Bancorp USB Stock Holding History

Journey Strategic 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 		$666K Buy
12,796
+3,391
+36% +$186K 0.02% 274
2025
Q4 		$502K Buy
9,405
+1,853
+25% +$91.1K 0.01% 313
2025
Q3 		$365K Buy
7,552
+1,099
+17% +$52K 0.01% 394
2025
Q2 		$292K Buy
6,453
+69
+1% +$2.9K 0.01% 448
2025
Q1 		$270K Buy
6,384
+143
+2% +$6.6K 0.01% 367
2024
Q4 		$299K Buy
6,241
+103
+2% +$5.07K 0.01% 331
2024
Q3 		$281K Buy
+6,138
New +$269K 0.01% 355

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

Journey Strategic Wealth's USB Position: Q1 2026 in Review

Journey Strategic Wealth increased its US Bancorp (USB) stake by 36% in Q1 2026, buying an estimated $186K and bringing the position to 12,796 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #274.

Journey Strategic Wealth first reported a position in USB in Q3 2024 and has held it in 7 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Journey Strategic Wealth held 12,796 shares of US Bancorp worth $666K as of Q1 2026.
  • Journey Strategic Wealth bought 3,391 US Bancorp shares in Q1 2026, an estimated $186K.
  • US Bancorp made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #274 holding.
  • Journey Strategic Wealth first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.