Oakmont Investment Advisors’s US Bancorp USB Stock Holding History

Oakmont 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	–	Sell	-6,329	Closed	-$338K	–	133
2025 Q4	$338K	Buy	+6,329	New	+$311K	0.25%	86

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oakmont Investment Advisors's USB Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of US Bancorp (USB) in Q1 2026, closing a stake of 6,329 shares — an estimated $338K sold.

Oakmont Investment Advisors first reported a position in USB in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 1,977 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Oakmont Investment Advisors reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
Oakmont Investment Advisors sold 6,329 US Bancorp shares in Q1 2026, an estimated $338K.
Oakmont Investment Advisors first reported a position in US Bancorp in Q4 2025 and held it in 1 quarter.
Oakmont Investment Advisors's US Bancorp position peaked at $338K in Q4 2025.
1,977 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.