PWM
USB icon

Perigon Wealth Management’s US Bancorp USB Stock Holding History

Perigon Wealth Management’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 		$1.2M Buy
23,080
+806
+4% +$44.3K 0.02% 483
2025
Q4 		$1.19M Buy
22,274
+286
+1% +$14.1K 0.02% 492
2025
Q3 		$1.06M Buy
21,988
+585
+3% +$27.7K 0.02% 488
2025
Q2 		$968K Buy
21,403
+1,162
+6% +$48.9K 0.02% 478
2025
Q1 		$855K Sell
20,241
-279
-1% -$12.9K 0.02% 488
2024
Q4 		$986K Buy
20,520
+394
+2% +$19.4K 0.02% 448
2024
Q3 		$920K Buy
20,126
+612
+3% +$26.8K 0.02% 456
2024
Q2 		$775K Buy
19,514
+149
+0.8% +$6.08K 0.02% 434
2024
Q1 		$866K Buy
19,365
+439
+2% +$18.5K 0.03% 405
2023
Q4 		$819K Sell
18,926
-2,193
-10% -$80.2K 0.03% 387
2023
Q3 		$698K Buy
21,119
+232
+1% +$8.45K 0.03% 377
2023
Q2 		$690K Sell
20,887
-35
-0.2% -$1.13K 0.03% 382
2023
Q1 		$754K Sell
20,922
-13,132
-39% -$585K 0.04% 321
2022
Q4 		$1.49M Buy
34,054
+11,489
+51% +$492K 0.09% 204
2022
Q3 		$910K Buy
22,565
+1,719
+8% +$79.5K 0.08% 218
2022
Q2 		$959K Sell
20,846
-1,170
-5% -$58.4K 0.08% 214
2022
Q1 		$1.17M Buy
22,016
+875
+4% +$50.3K 0.08% 208
2021
Q4 		$1.19M Buy
21,141
+2,678
+15% +$158K 0.09% 197
2021
Q3 		$1.1M Sell
18,463
-67
-0.4% -$3.81K 0.1% 188
2021
Q2 		$1.06M Buy
18,530
+544
+3% +$31.9K 0.09% 189
2021
Q1 		$995K Buy
17,986
+1,467
+9% +$73.3K 0.1% 185
2020
Q4 		$770K Buy
16,519
+274
+2% +$11.6K 0.09% 181
2020
Q3 		$582K Buy
16,245
+922
+6% +$33.7K 0.08% 198
2020
Q2 		$564K Sell
15,323
-1,432
-9% -$51K 0.09% 185
2020
Q1 		$638K Sell
16,755
-73
-0.4% -$3.52K 0.12% 140
2019
Q4 		$971K Buy
16,828
+86
+0.5% +$4.97K 0.2% 91
2019
Q3 		$900K Sell
16,742
-61
-0.4% -$3.3K 0.21% 84
2019
Q2 		$880K Sell
16,803
-167
-1% -$8.61K 0.21% 82
2019
Q1 		$880K Sell
16,970
-3,500
-17% -$176K 0.2% 85
2018
Q4 		$1.05M Buy
20,470
+3,752
+22% +$193K 0.27% 66
2018
Q3 		$889K Buy
16,718
+15
+0.1% +$795 0.22% 83
2018
Q2 		$840K Hold
16,703
– – 0.25% 88
2018
Q1 		$849K Hold
16,703
– – 0.31% 65
2017
Q4 		$900K Hold
16,703
– – 0.34% 54
2017
Q3 		$900K Buy
16,703
+1,128
+7% +$59K 0.29% 75
2017
Q2 		$813K Sell
15,575
-301
-2% -$15.5K 0.18% 126
2017
Q1 		$822K Buy
15,876
+93
+0.6% +$4.96K 0.17% 123
2016
Q4 		$877K Buy
15,783
+208
+1% +$9.89K 0.19% 121
2016
Q3 		$669K Hold
15,575
– – 0.17% 122
2016
Q2 		$629K Hold
15,575
– – 0.17% 126
2016
Q1 		$633K Hold
15,575
– – 0.2% 98
2015
Q4 		$665K Hold
15,575
– – 0.18% 120
2015
Q3 		$639K Hold
15,575
– – 0.19% 124
2015
Q2 		$676K Buy
15,575
+364
+2% +$15.9K 0.18% 127
2015
Q1 		$664K Sell
15,211
-700
-4% -$30.7K 0.18% 125
2014
Q4 		$715K Buy
15,911
+220
+1% +$9.47K 0.21% 107
2014
Q3 		$656K Sell
15,691
-495
-3% -$20.9K 0.2% 107
2014
Q2 		$701K Hold
16,186
– – 0.2% 105
2014
Q1 		$694K Buy
16,186
+220
+1% +$9.04K 0.38% 61
2013
Q4 		$645K Buy
+15,966
New +$612K 0.36% 58

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

Perigon Wealth Management's USB Position: Q1 2026 in Review

Perigon Wealth Management increased its US Bancorp (USB) stake by 3.6% in Q1 2026, buying an estimated $44.3K and bringing the position to 23,080 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #483.

Perigon Wealth Management first reported a position in USB in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.49M in Q4 2022. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Perigon Wealth Management held 23,080 shares of US Bancorp worth $1.2M as of Q1 2026.
  • Perigon Wealth Management bought 806 US Bancorp shares in Q1 2026, an estimated $44.3K.
  • US Bancorp made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #483 holding.
  • Perigon Wealth Management first reported a position in US Bancorp in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's US Bancorp position peaked at $1.49M in Q4 2022.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.