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Moran Wealth Management’s US Bancorp USB Stock Holding History

Moran 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
-5,577
Closed -$298K – 565
2025
Q4 		$298K Sell
5,577
-3,334
-37% -$164K 0.01% 442
2025
Q3 		$431K Sell
8,911
-2,420
-21% -$114K 0.01% 421
2025
Q2 		$513K Sell
11,331
-1,471
-11% -$61.9K 0.02% 412
2025
Q1 		$541K Buy
12,802
+594
+5% +$27.4K 0.02% 372
2024
Q4 		$584K Buy
+12,208
New +$601K 0.02% 359

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

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

Moran Wealth Management sold out of US Bancorp (USB) in Q1 2026, closing a stake of 5,577 shares — an estimated $298K sold.

Moran Wealth Management first reported a position in USB in Q4 2024 and held it in 5 quarters. The position peaked at $584K in Q4 2024. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Moran Wealth Management reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 5,577 US Bancorp shares in Q1 2026, an estimated $298K.
  • Moran Wealth Management first reported a position in US Bancorp in Q4 2024 and held it in 5 quarters.
  • Moran Wealth Management's US Bancorp position peaked at $584K in Q4 2024.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.