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Mount Yale Investment Advisors’s US Bancorp USB Stock Holding History

Mount Yale Investment Advisors’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 		$1.58M Buy
30,251
+17,146
+131% +$942K 0.04% 422
2025
Q4 		$706K Sell
13,105
-9,392
-42% -$462K 0.03% 380
2025
Q3 		$1.1M Buy
22,497
+11,495
+104% +$544K 0.08% 268
2025
Q2 		$498K Buy
11,002
+483
+5% +$20.3K 0.04% 345
2025
Q1 		$444K Sell
10,519
-624
-6% -$28.8K 0.04% 352
2024
Q4 		$533K Buy
11,143
+542
+5% +$26.7K 0.04% 329
2024
Q3 		$485K Buy
10,601
+1,592
+18% +$69.8K 0.05% 351
2024
Q2 		$358K Buy
9,009
+520
+6% +$21.2K 0.03% 399
2024
Q1 		$379K Buy
8,489
+710
+9% +$30K 0.03% 403
2023
Q4 		$337K Sell
7,779
-1,708
-18% -$62.4K 0.03% 393
2023
Q3 		$314K Buy
9,487
+663
+8% +$24.2K 0.03% 385
2023
Q2 		$292K Sell
8,824
-6
-0.1% -$194 0.03% 399
2023
Q1 		$318K Sell
8,830
-314
-3% -$14K 0.04% 366
2022
Q4 		$399K Buy
9,144
+166
+2% +$7.11K 0.05% 305
2022
Q3 		$362K Sell
8,978
-234
-3% -$10.8K 0.05% 311
2022
Q2 		$424K Sell
9,212
-433
-4% -$21.6K 0.05% 307
2022
Q1 		$513K Sell
9,645
-834
-8% -$47.9K 0.06% 300
2021
Q4 		$589K Buy
10,479
+1,670
+19% +$98.8K 0.06% 276
2021
Q3 		$524K Buy
8,809
+4,799
+120% +$273K 0.06% 275
2021
Q2 		$228K Sell
4,010
-169
-4% -$9.91K 0.03% 385
2021
Q1 		$231K Buy
+4,179
New +$209K 0.03% 374
2018
Q4 		– Sell
-2,691
Closed -$141K – 767
2018
Q3 		$141K Sell
2,691
-109
-4% -$5.77K 0.02% 344
2018
Q2 		$140K Hold
2,800
– – 0.03% 367
2018
Q1 		$141K Buy
+2,800
New +$153K 0.03% 354

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.55B AUM 19.67% 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

Mount Yale Investment Advisors's USB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its US Bancorp (USB) stake by 131% in Q1 2026, buying an estimated $942K and bringing the position to 30,251 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #422.

Mount Yale Investment Advisors first reported a position in USB in Q1 2018 and has held it in 24 quarters since. 1,971 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Mount Yale Investment Advisors held 30,251 shares of US Bancorp worth $1.58M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,146 US Bancorp shares in Q1 2026, an estimated $942K.
  • US Bancorp made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #422 holding.
  • Mount Yale Investment Advisors first reported a position in US Bancorp in Q1 2018 and has held it in 24 quarters since.
  • 1,971 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.