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New Age Alpha Advisors’s US Bancorp USB Stock Holding History

New Age Alpha 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 		$2.85M Sell
54,815
-1,758
-3% -$96.6K 0.13% 227
2025
Q4 		$3.02M Sell
56,573
-13,353
-19% -$657K 0.13% 242
2025
Q3 		$3.38M Sell
69,926
-912
-1% -$43.1K 0.14% 199
2025
Q2 		$3.21M Buy
70,838
+13,759
+24% +$579K 0.14% 215
2025
Q1 		$2.41M Buy
57,079
+6,278
+12% +$290K 0.11% 278
2024
Q4 		$2.43M Buy
+50,801
New +$2.5M 0.1% 283

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

New Age Alpha Advisors's USB Position: Q1 2026 in Review

New Age Alpha Advisors reduced its US Bancorp (USB) stake by 3.1% in Q1 2026, selling an estimated $96.6K and leaving 54,815 shares worth $2.85M. The position accounts for 0.13% of the portfolio, ranked #227.

New Age Alpha Advisors first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.38M in Q3 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • New Age Alpha Advisors held 54,815 shares of US Bancorp worth $2.85M as of Q1 2026.
  • New Age Alpha Advisors sold 1,758 US Bancorp shares in Q1 2026, an estimated $96.6K.
  • US Bancorp made up 0.13% of New Age Alpha Advisors's portfolio in Q1 2026, its #227 holding.
  • New Age Alpha Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's US Bancorp position peaked at $3.38M in Q3 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.