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Paladin Advisory Group’s US Bancorp USB Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-9,914
Closed -$432K – 485
2022
Q4 		$432K Buy
9,914
+19
+0.2% +$813 0.37% 55
2022
Q3 		$399K Buy
9,895
+16
+0.2% +$740 0.36% 53
2022
Q2 		$454K Buy
+9,879
New +$493K 0.39% 51
2022
Q1 		– Sell
-9,854
Closed -$553K – 503
2021
Q4 		$553K Buy
+9,854
New +$583K 0.45% 53

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

Paladin Advisory Group's USB Position: Q1 2026 in Review

Paladin Advisory Group held its US Bancorp (USB) position steady in Q1 2026 at 5,314 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #66.

Paladin Advisory Group first reported a position in USB in Q1 2022 and has held it in 14 quarters since. The position peaked at $521K in Q1 2022. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Paladin Advisory Group held 5,314 shares of US Bancorp worth $276K as of Q1 2026.
  • Paladin Advisory Group left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.21% of Paladin Advisory Group's portfolio in Q1 2026, its #66 holding.
  • Paladin Advisory Group first reported a position in US Bancorp in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's US Bancorp position peaked at $521K in Q1 2022.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.