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Medallion Wealth Advisors’s US Bancorp USB Stock Holding History

Medallion Wealth Advisors’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 		$59.6K Sell
1,146
-1,406
-55% -$77.3K 0.02% 446
2025
Q4 		$136K Buy
2,552
+14
+0.6% +$689 0.05% 301
2025
Q3 		$123K Sell
2,538
-1
-0% -$47 0.04% 317
2025
Q2 		$118K Buy
2,539
+16
+0.6% +$673 0.05% 324
2025
Q1 		$106K Buy
2,523
+630
+33% +$29.1K 0.05% 299
2024
Q4 		$88.7K Buy
+1,893
New +$93.1K 0.04% 322

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

Medallion Wealth Advisors's USB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its US Bancorp (USB) stake by 55% in Q1 2026, selling an estimated $77.3K and leaving 1,146 shares worth $59.6K. The position accounts for 0.02% of the portfolio, ranked #446.

Medallion Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Medallion Wealth Advisors held 1,146 shares of US Bancorp worth $59.6K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,406 US Bancorp shares in Q1 2026, an estimated $77.3K.
  • US Bancorp made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #446 holding.
  • Medallion Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's US Bancorp position peaked at $136K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.