Madison Wealth Partners’s US Bancorp USB Stock Holding History

Madison Wealth Partners’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	$303K	Buy	5,829 +659	+13%	+$36.2K	0.05%	159
2025 Q4	$276K	Buy	5,170 +71	+1%	+$3.49K	0.05%	155
2025 Q3	$246K	Buy	5,099 +9	+0.2%	+$426	0.05%	150
2025 Q2	$230K	Sell	5,090 -500	-9%	-$21K	0.05%	152
2025 Q1	$236K	Buy	5,590 +13	+0.2%	+$600	0.06%	136
2024 Q4	$267K	Buy	5,577 +29	+0.5%	+$1.43K	0.07%	126
2024 Q3	$254K	Buy	+5,548	New	+$243K	0.08%	131
2024 Q2	–	Sell	-4,707	Closed	-$210K	–	132
2024 Q1	$210K	Buy	4,707 +5	+0.1%	+$211	0.08%	121
2023 Q4	$203K	Buy	+4,702	New	+$172K	0.08%	115

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

Madison Wealth Partners's USB Position: Q1 2026 in Review

Madison Wealth Partners increased its US Bancorp (USB) stake by 13% in Q1 2026, buying an estimated $36.2K and bringing the position to 5,829 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #159.

Madison Wealth Partners first reported a position in USB in Q4 2023 and has held it in 9 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Madison Wealth Partners held 5,829 shares of US Bancorp worth $303K as of Q1 2026.
Madison Wealth Partners bought 659 US Bancorp shares in Q1 2026, an estimated $36.2K.
US Bancorp made up 0.05% of Madison Wealth Partners's portfolio in Q1 2026, its #159 holding.
Madison Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 9 quarters since.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.