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Kingsview Wealth Management’s US Bancorp USB Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-2,200
Closed -$4K – 1022
2021
Q1 		$4K Buy
+2,200
New +$110K ﹤0.01% 830

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

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

Kingsview Wealth Management reduced its US Bancorp (USB) stake by 2.1% in Q1 2026, selling an estimated $59.1K and leaving 49,927 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #457.

Kingsview Wealth Management first reported a position in USB in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.7M in Q4 2023. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Kingsview Wealth Management held 49,927 shares of US Bancorp worth $2.6M as of Q1 2026.
  • Kingsview Wealth Management sold 1,075 US Bancorp shares in Q1 2026, an estimated $59.1K.
  • US Bancorp made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #457 holding.
  • Kingsview Wealth Management first reported a position in US Bancorp in Q3 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's US Bancorp position peaked at $10.7M in Q4 2023.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.