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Personal CFO Solutions’s US Bancorp USB Stock Holding History

Personal CFO Solutions’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 		$989K Buy
18,832
+2,667
+16% +$147K 0.14% 128
2025
Q4 		$863K Buy
16,165
+628
+4% +$30.9K 0.14% 144
2025
Q3 		$751K Buy
15,537
+527
+4% +$24.9K 0.13% 160
2025
Q2 		$679K Sell
15,010
-59
-0.4% -$2.48K 0.13% 172
2025
Q1 		$636K Sell
15,069
-155
-1% -$7.15K 0.13% 174
2024
Q4 		$728K Sell
15,224
-907
-6% -$44.6K 0.14% 157
2024
Q3 		$738K Sell
16,131
-2,017
-11% -$88.5K 0.1% 195
2024
Q2 		$720K Sell
18,148
-1,049
-5% -$42.8K 0.11% 182
2024
Q1 		$858K Buy
19,197
+5,121
+36% +$216K 0.13% 149
2023
Q4 		$609K Buy
14,076
+7,438
+112% +$272K 0.11% 191
2023
Q3 		$219K Buy
+6,638
New +$242K 0.04% 414
2023
Q2 		– Sell
-6,452
Closed -$233K – 516
2023
Q1 		$233K Sell
6,452
-144
-2% -$6.41K 0.05% 399
2022
Q4 		$288K Buy
6,596
+1,620
+33% +$69.3K 0.06% 309
2022
Q3 		$201K Sell
4,976
-143
-3% -$6.62K 0.05% 377
2022
Q2 		$236K Buy
5,119
+303
+6% +$15.1K 0.06% 337
2022
Q1 		$256K Buy
4,816
+180
+4% +$10.3K 0.05% 377
2021
Q4 		$260K Buy
4,636
+623
+16% +$36.8K 0.05% 367
2021
Q3 		$239K Buy
4,013
+273
+7% +$15.5K 0.05% 377
2021
Q2 		$213K Buy
+3,740
New +$219K 0.04% 399

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

Personal CFO Solutions's USB Position: Q1 2026 in Review

Personal CFO Solutions increased its US Bancorp (USB) stake by 16% in Q1 2026, buying an estimated $147K and bringing the position to 18,832 shares worth $989K. The position accounts for 0.14% of the portfolio, ranked #128.

Personal CFO Solutions first reported a position in USB in Q2 2021 and has held it in 19 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Personal CFO Solutions held 18,832 shares of US Bancorp worth $989K as of Q1 2026.
  • Personal CFO Solutions bought 2,667 US Bancorp shares in Q1 2026, an estimated $147K.
  • US Bancorp made up 0.14% of Personal CFO Solutions's portfolio in Q1 2026, its #128 holding.
  • Personal CFO Solutions first reported a position in US Bancorp in Q2 2021 and has held it in 19 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.