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Peloton Wealth Strategists’s US Bancorp USB Stock Holding History

Peloton Wealth Strategists’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
-20,625
Closed -$1.1M – 99
2025
Q4 		$1.1M Sell
20,625
-8,100
-28% -$398K 0.43% 66
2025
Q3 		$1.39M Buy
28,725
+100
+0.3% +$4.73K 0.55% 61
2025
Q2 		$1.29M Hold
28,625
– – 0.52% 62
2025
Q1 		$1.21M Buy
28,625
+400
+1% +$18.5K 0.51% 60
2024
Q4 		$1.35M Buy
28,225
+1,350
+5% +$66.4K 0.54% 60
2024
Q3 		$1.23M Sell
26,875
-700
-3% -$30.7K 0.49% 60
2024
Q2 		$1.09M Hold
27,575
– – 0.45% 61
2024
Q1 		$1.23M Buy
27,575
+700
+3% +$29.5K 0.5% 61
2023
Q4 		$1.16M Sell
26,875
-4,525
-14% -$165K 0.5% 60
2023
Q3 		$1.04M Buy
31,400
+5,850
+23% +$213K 0.48% 62
2023
Q2 		$844K Buy
25,550
+200
+0.8% +$6.46K 0.37% 66
2023
Q1 		$914K Buy
25,350
+2,400
+10% +$107K 0.42% 64
2022
Q4 		$1M Buy
+22,950
New +$982K 0.48% 61

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

Peloton Wealth Strategists's USB Position: Q1 2026 in Review

Peloton Wealth Strategists sold out of US Bancorp (USB) in Q1 2026, closing a stake of 20,625 shares — an estimated $1.1M sold.

Peloton Wealth Strategists first reported a position in USB in Q4 2022 and held it in 13 quarters. The position peaked at $1.39M in Q3 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Peloton Wealth Strategists reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Peloton Wealth Strategists sold 20,625 US Bancorp shares in Q1 2026, an estimated $1.1M.
  • Peloton Wealth Strategists first reported a position in US Bancorp in Q4 2022 and held it in 13 quarters.
  • Peloton Wealth Strategists's US Bancorp position peaked at $1.39M in Q3 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.