MBE Wealth Management
USB icon

MBE Wealth Management’s US Bancorp USB Stock Holding History

MBE 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
2026
Q3 		– Sell
-3,387
Closed -$205K – 180
2026
Q2 		$205K Buy
+3,387
New +$190K 0.07% 164
2020
Q2 		– Sell
-724
Closed -$24K – 487
2020
Q1 		$24K Buy
+724
New +$34.9K 0.02% 196

Other funds holding USB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

MBE Wealth Management's USB Position: Q3 2026 in Review

MBE Wealth Management sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,387 shares — an estimated $205K sold.

MBE Wealth Management first reported a position in USB in Q1 2020 and held it in 2 quarters. The position peaked at $205K in Q2 2026. 1,713 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • MBE Wealth Management reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • MBE Wealth Management sold 3,387 US Bancorp shares in Q3 2026, an estimated $205K.
  • MBE Wealth Management first reported a position in US Bancorp in Q1 2020 and held it in 2 quarters.
  • MBE Wealth Management's US Bancorp position peaked at $205K in Q2 2026.
  • 1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.