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MOKAN Wealth Management’s US Bancorp USB Stock Holding History

MOKAN 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
Q1 		– Sell
-12,213
Closed -$651K – 115
2025
Q4 		$651K Sell
12,213
-2,686
-18% -$132K 0.29% 58
2025
Q3 		$720K Sell
14,899
-85
-0.6% -$4.02K 0.36% 62
2025
Q2 		$678K Buy
14,984
+1,750
+13% +$73.6K 0.38% 58
2025
Q1 		$559K Buy
+13,234
New +$611K 0.34% 65

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

MOKAN Wealth Management's USB Position: Q1 2026 in Review

MOKAN Wealth Management sold out of US Bancorp (USB) in Q1 2026, closing a stake of 12,213 shares — an estimated $651K sold.

MOKAN Wealth Management first reported a position in USB in Q1 2025 and held it in 4 quarters. The position peaked at $720K in Q3 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • MOKAN Wealth Management reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 12,213 US Bancorp shares in Q1 2026, an estimated $651K.
  • MOKAN Wealth Management first reported a position in US Bancorp in Q1 2025 and held it in 4 quarters.
  • MOKAN Wealth Management's US Bancorp position peaked at $720K in Q3 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on MOKAN Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.