KFI
USB icon

Key Financial Inc’s US Bancorp USB Stock Holding History

Key Financial Inc’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 		$95.1K Sell
1,828
-130
-7% -$7.14K 0.02% 412
2025
Q4 		$104K Buy
1,958
+108
+6% +$5.31K 0.02% 386
2025
Q3 		$88.6K Buy
1,850
+15
+0.8% +$709 0.02% 415
2025
Q2 		$83K Hold
1,835
– – 0.02% 408
2025
Q1 		$77.5K Hold
1,835
– – 0.02% 401
2024
Q4 		$87.8K Hold
1,835
– – 0.02% 384
2024
Q3 		$83.9K Buy
1,835
+7
+0.4% +$307 0.02% 379
2024
Q2 		$72.6K Hold
1,828
– – 0.02% 397
2024
Q1 		$81.7K Hold
1,828
– – 0.02% 357
2023
Q4 		$79.1K Sell
1,828
-81
-4% -$2.96K 0.02% 347
2023
Q3 		$63.1K Hold
1,909
– – 0.02% 364
2023
Q2 		$63.1K Hold
1,909
– – 0.02% 370
2023
Q1 		$68.8K Hold
1,909
– – 0.03% 345
2022
Q4 		$77K Hold
1,909
– – 0.04% 294
2022
Q3 		$77K Buy
1,909
+81
+4% +$3.75K 0.04% 298
2022
Q2 		$85K Hold
1,828
– – 0.05% 270
2022
Q1 		$97K Hold
1,828
– – 0.05% 257
2021
Q4 		$103K Hold
1,828
– – 0.05% 231
2021
Q3 		$109K Buy
1,828
+50
+3% +$2.85K 0.06% 211
2021
Q2 		$99K Buy
1,778
+1,647
+1,257% +$96.6K 0.06% 232
2021
Q1 		$7K Buy
131
+59
+82% +$2.95K ﹤0.01% 553
2020
Q4 		$3K Buy
+72
New +$3.05K ﹤0.01% 624
2020
Q2 		– Sell
-72
Closed -$3K – 600
2020
Q1 		$3K Buy
+72
New +$3.47K ﹤0.01% 579

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

Key Financial Inc's USB Position: Q1 2026 in Review

Key Financial Inc reduced its US Bancorp (USB) stake by 6.6% in Q1 2026, selling an estimated $7.14K and leaving 1,828 shares worth $95.1K. The position accounts for 0.02% of the portfolio, ranked #412.

Key Financial Inc first reported a position in USB in Q1 2020 and has held it in 23 quarters since. The position peaked at $109K in Q3 2021. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Key Financial Inc held 1,828 shares of US Bancorp worth $95.1K as of Q1 2026.
  • Key Financial Inc sold 130 US Bancorp shares in Q1 2026, an estimated $7.14K.
  • US Bancorp made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #412 holding.
  • Key Financial Inc first reported a position in US Bancorp in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's US Bancorp position peaked at $109K in Q3 2021.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.