Monument Capital Management
USB icon

Monument Capital Management’s US Bancorp USB Stock Holding History

Monument Capital 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 		$229K Buy
3,964
+125
+3% +$7.8K 0.05% 237
2026
Q2 		$232K Buy
+3,839
New +$215K 0.05% 241

Other funds holding USB

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
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Monument Capital Management's USB Position: Q3 2026 in Review

Monument Capital Management increased its US Bancorp (USB) stake by 3.3% in Q3 2026, buying an estimated $7.8K and bringing the position to 3,964 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #237.

Monument Capital Management first reported a position in USB in Q2 2026 and has held it in 2 quarters since. The position peaked at $232K in Q2 2026. 1,400 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Monument Capital Management held 3,964 shares of US Bancorp worth $229K as of Q3 2026.
  • Monument Capital Management bought 125 US Bancorp shares in Q3 2026, an estimated $7.8K.
  • US Bancorp made up 0.05% of Monument Capital Management's portfolio in Q3 2026, its #237 holding.
  • Monument Capital Management first reported a position in US Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Monument Capital Management's US Bancorp position peaked at $232K in Q2 2026.
  • 1,400 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.