Mascoma Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.2K | Hold |
235
| – | – | ﹤0.01% | 297 |
|
|
2026
Q1 | $12.2K | Sell |
235
-36
| -13% | -$1.98K | ﹤0.01% | 302 |
|
|
2025
Q4 | $14.5K | Buy |
271
+36
| +15% | +$1.77K | ﹤0.01% | 285 |
|
|
2025
Q3 | $11.4K | Sell |
235
-58
| -20% | -$2.74K | ﹤0.01% | 316 |
|
|
2025
Q2 | $13.3K | Sell |
293
-85
| -22% | -$3.57K | ﹤0.01% | 296 |
|
|
2025
Q1 | $16K | Hold |
378
| – | – | ﹤0.01% | 284 |
|
|
2024
Q4 | $18.1K | Buy |
378
+58
| +18% | +$2.85K | ﹤0.01% | 281 |
|
|
2024
Q3 | $14.6K | Hold |
320
| – | – | ﹤0.01% | 291 |
|
|
2024
Q2 | $12.7K | Hold |
320
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $14.3K | Hold |
320
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $13.8K | Sell |
320
-54
| -14% | -$1.97K | ﹤0.01% | 294 |
|
|
2023
Q3 | $12.4K | Hold |
374
| – | – | ﹤0.01% | 305 |
|
|
2023
Q2 | $15K | Sell |
374
-316
| -46% | -$10.2K | ﹤0.01% | 291 |
|
|
2023
Q1 | $23.7K | Hold |
690
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $30.1K | Hold |
690
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $28K | Hold |
690
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $32K | Buy |
690
+54
| +8% | +$2.7K | 0.01% | 298 |
|
|
2022
Q1 | $34K | Hold |
636
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $36K | Sell |
636
-155
| -20% | -$9.17K | 0.01% | 256 |
|
|
2021
Q3 | $47K | Buy |
+791
| New | +$45K | 0.02% | 212 |
|
|
2021
Q2 | – | Sell |
-791
| Closed | -$44K | – | 408 |
|
|
2021
Q1 | $44K | Buy |
+791
| New | +$39.5K | 0.02% | 221 |
|
|
2019
Q3 | $1.13M | Buy |
20,390
+5,750
| +39% | +$311K | 0.71% | 30 |
|
|
2019
Q2 | $767K | Buy |
14,640
+3,638
| +33% | +$187K | 0.48% | 34 |
|
|
2019
Q1 | $530K | Buy |
11,002
+10,250
| +1,363% | +$514K | 0.36% | 39 |
|
|
2018
Q4 | $34K | Hold |
752
| – | – | 0.03% | 164 |
|
|
2018
Q3 | $40K | Hold |
752
| – | – | 0.03% | 174 |
|
|
2018
Q2 | $38K | Buy |
752
+12
| +2% | +$609 | 0.03% | 173 |
|
|
2018
Q1 | $37K | Hold |
740
| – | – | 0.02% | 170 |
|
|
2017
Q4 | $42K | Hold |
740
| – | – | 0.03% | 157 |
|
|
2017
Q3 | $40K | Hold |
740
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $38K | Hold |
740
| – | – | 0.03% | 178 |
|
|
2017
Q1 | $38K | Hold |
740
| – | – | 0.03% | 163 |
|
|
2016
Q4 | $38K | Buy |
+740
| New | +$35.2K | 0.03% | 165 |
|
Other funds holding USB
MB
Mascoma Wealth Management's USB Position: Q2 2026 in Review
Mascoma Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 235 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #297.
Mascoma Wealth Management first reported a position in USB in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.13M in Q3 2019. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Mascoma Wealth Management held 235 shares of US Bancorp worth $14.2K as of Q2 2026.
- Mascoma Wealth Management left its US Bancorp share count unchanged in Q2 2026.
- US Bancorp made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #297 holding.
- Mascoma Wealth Management first reported a position in US Bancorp in Q4 2016 and has held it in 33 quarters since.
- Mascoma Wealth Management's US Bancorp position peaked at $1.13M in Q3 2019.
- 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.