Northern Financial Advisors’s US Bancorp USB Stock Holding History

Northern Financial 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	$282K	Buy	+5,424	New	+$298K	0.21%	95
2025 Q4	–	Sell	-5,044	Closed	-$244K	–	116
2025 Q3	$244K	Buy	5,044 +11	+0.2%	+$520	0.13%	112
2025 Q2	$228K	Buy	5,033 +241	+5%	+$10.1K	0.17%	99
2025 Q1	$202K	Sell	4,792 -326	-6%	-$15K	0.17%	105
2024 Q4	$245K	Sell	5,118 -202	-4%	-$9.94K	0.2%	100
2024 Q3	$243K	Sell	5,320 -969	-15%	-$42.5K	0.18%	99
2024 Q2	$250K	Sell	6,289 -3	-0%	-$122	0.2%	100
2024 Q1	$281K	Hold	6,292	–	–	0.22%	101
2023 Q4	$272K	Buy	+6,292	New	+$230K	0.23%	102
2023 Q1	–	Sell	-6,834	Closed	-$298K	–	117
2022 Q4	$298K	Buy	+6,834	New	+$292K	0.34%	75

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

Northern Financial Advisors's USB Position: Q1 2026 in Review

Northern Financial Advisors opened a new position in US Bancorp (USB) in Q1 2026: 5,424 shares worth $282K. The stake represents 0.21% of the portfolio and ranks #95 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in USB as recently as Q3 2025.

Northern Financial Advisors first reported a position in USB in Q4 2022 and has held it in 10 quarters since. The position peaked at $298K in Q4 2022. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Northern Financial Advisors held 5,424 shares of US Bancorp worth $282K as of Q1 2026.
US Bancorp was a new Northern Financial Advisors position in Q1 2026.
US Bancorp made up 0.21% of Northern Financial Advisors's portfolio in Q1 2026, its #95 holding.
Northern Financial Advisors first reported a position in US Bancorp in Q4 2022 and has held it in 10 quarters since.
Northern Financial Advisors's US Bancorp position peaked at $298K in Q4 2022.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.