Physician Wealth Advisors
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Physician Wealth Advisors’s US Bancorp USB Stock Holding History

Physician Wealth 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
Q3 		$35.8K Buy
620
+42
+7% +$2.62K ﹤0.01% 541
2026
Q2 		$34.9K Buy
578
+94
+19% +$5.27K ﹤0.01% 524
2026
Q1 		$25.2K Sell
484
-10
-2% -$549 ﹤0.01% 570
2025
Q4 		$26.4K Buy
494
+90
+22% +$4.43K ﹤0.01% 521
2025
Q3 		$19.5K Buy
404
+137
+51% +$6.48K ﹤0.01% 582
2025
Q2 		$12.1K Buy
267
+50
+23% +$2.1K ﹤0.01% 614
2025
Q1 		$9.16K Hold
217
– – ﹤0.01% 623
2024
Q4 		$10.4K Buy
+217
New +$10.7K ﹤0.01% 624

Other funds holding USB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Physician Wealth Advisors's USB Position: Q3 2026 in Review

Physician Wealth Advisors increased its US Bancorp (USB) stake by 7.3% in Q3 2026, buying an estimated $2.62K and bringing the position to 620 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Physician Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Physician Wealth Advisors held 620 shares of US Bancorp worth $35.8K as of Q3 2026.
  • Physician Wealth Advisors bought 42 US Bancorp shares in Q3 2026, an estimated $2.62K.
  • US Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #541 holding.
  • Physician Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 8 quarters since.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.