MBL Wealth’s US Bancorp USB Stock Holding History

MBL Wealth’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	$253K	Buy	+4,384	New	+$274K	0.02%	525

Other funds holding USB

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

MBL Wealth's USB Position: Q3 2026 in Review

MBL Wealth opened a new position in US Bancorp (USB) in Q3 2026: 4,384 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings.

1,679 funds tracked by Wall St. Rank hold USB as of Q3 2026.

MBL Wealth held 4,384 shares of US Bancorp worth $253K as of Q3 2026.
US Bancorp was a new MBL Wealth position in Q3 2026.
US Bancorp made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #525 holding.
1,679 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.