Morton Community Bank’s US Bancorp USB Stock Holding History

Morton Community Bank’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	$4.21M	Buy	80,945 +370	+0.5%	+$20.3K	0.91%	54
2025 Q4	$4.52M	Buy	80,575 +900	+1%	+$44.3K	0.98%	45
2025 Q3	$3.72M	Buy	79,675 +4,215	+6%	+$199K	0.86%	55
2025 Q2	$3.41M	Buy	75,460 +3,220	+4%	+$135K	0.85%	63
2025 Q1	$3.05M	Buy	72,240 +540	+0.8%	+$24.9K	0.8%	74
2024 Q4	$3.43M	Sell	71,700 -130	-0.2%	-$6.39K	0.91%	56
2024 Q3	$3.28M	Buy	71,830 +1,140	+2%	+$50K	0.86%	64
2024 Q2	$2.81M	Buy	70,690 +4,781	+7%	+$195K	0.79%	75
2024 Q1	$2.95M	Buy	65,909 +2,780	+4%	+$117K	0.85%	67
2023 Q4	$2.73M	Buy	+63,129	New	+$2.31M	0.89%	59

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

Morton Community Bank's USB Position: Q1 2026 in Review

Morton Community Bank increased its US Bancorp (USB) stake by 0.46% in Q1 2026, buying an estimated $20.3K and bringing the position to 80,945 shares worth $4.21M. The position accounts for 0.91% of the portfolio, ranked #54.

Morton Community Bank first reported a position in USB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.52M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Morton Community Bank held 80,945 shares of US Bancorp worth $4.21M as of Q1 2026.
Morton Community Bank bought 370 US Bancorp shares in Q1 2026, an estimated $20.3K.
US Bancorp made up 0.91% of Morton Community Bank's portfolio in Q1 2026, its #54 holding.
Morton Community Bank first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's US Bancorp position peaked at $4.52M in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.