MilWealth Group’s US Bancorp USB Stock Holding History

MilWealth Group’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	$67.6K	Hold	1,300	–	–	0.02%	42
2025 Q4	$69.4K	Hold	1,300	–	–	0.02%	41
2025 Q3	$62.8K	Hold	1,300	–	–	0.02%	40
2025 Q2	$58.8K	Sell	1,300 -490	-27%	-$20.6K	0.02%	41
2025 Q1	$75.6K	Hold	1,790	–	–	0.02%	35
2024 Q4	$85.6K	Hold	1,790	–	–	0.02%	46
2024 Q3	$81.9K	Hold	1,790	–	–	0.02%	33
2024 Q2	$71.1K	Hold	1,790	–	–	0.02%	33
2024 Q1	$80K	Sell	1,790 -884	-33%	-$37.3K	0.03%	32
2023 Q4	$116K	Sell	2,674 -378	-12%	-$13.8K	0.04%	28
2023 Q3	$101K	Hold	3,052	–	–	0.04%	26
2023 Q2	$101K	Hold	3,052	–	–	0.04%	25
2023 Q1	$110K	Hold	3,052	–	–	0.04%	26
2022 Q4	$133K	Sell	3,052 -108	-3%	-$4.62K	0.05%	25
2022 Q3	$127K	Hold	3,160	–	–	0.06%	27
2022 Q2	$145K	Hold	3,160	–	–	0.06%	30
2022 Q1	$168K	Hold	3,160	–	–	0.06%	31
2021 Q4	$177K	Sell	3,160 -1,080	-25%	-$63.9K	0.07%	28
2021 Q3	$252K	Sell	4,240 -271	-6%	-$15.4K	0.1%	21
2021 Q2	$257K	Hold	4,511	–	–	0.11%	19
2021 Q1	$250K	Hold	4,511	–	–	0.12%	17
2020 Q4	$210K	Hold	4,511	–	–	0.1%	17
2020 Q3	$162K	Hold	4,511	–	–	0.09%	22
2020 Q2	$166K	Hold	4,511	–	–	0.1%	19
2020 Q1	$155K	Hold	4,511	–	–	0.12%	20
2019 Q4	$267K	Hold	4,511	–	–	0.21%	14
2019 Q3	$250K	Hold	4,511	–	–	0.21%	14
2019 Q2	$236K	Hold	4,511	–	–	0.2%	14
2019 Q1	$217K	Hold	4,511	–	–	0.2%	16
2018 Q4	$206K	Buy	+4,511	New	+$232K	0.2%	17

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

MilWealth Group's USB Position: Q1 2026 in Review

MilWealth Group held its US Bancorp (USB) position steady in Q1 2026 at 1,300 shares worth $67.6K. The position accounts for 0.02% of the portfolio, ranked #42.

MilWealth Group first reported a position in USB in Q4 2018 and has held it in 30 quarters since. The position peaked at $267K in Q4 2019. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

MilWealth Group held 1,300 shares of US Bancorp worth $67.6K as of Q1 2026.
MilWealth Group left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.02% of MilWealth Group's portfolio in Q1 2026, its #42 holding.
MilWealth Group first reported a position in US Bancorp in Q4 2018 and has held it in 30 quarters since.
MilWealth Group's US Bancorp position peaked at $267K in Q4 2019.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.