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Potentia Wealth’s US Bancorp USB Stock Holding History

Potentia Wealth’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 		$313K Hold
6,013
– – 0.12% 76
2025
Q4 		$321K Sell
6,013
-550
-8% -$27.1K 0.12% 77
2025
Q3 		$317K Hold
6,563
– – 0.12% 80
2025
Q2 		$297K Hold
6,563
– – 0.17% 61
2025
Q1 		$277K Hold
6,563
– – 0.13% 79
2024
Q4 		$314K Buy
+6,563
New +$323K 0.14% 81

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

Potentia Wealth's USB Position: Q1 2026 in Review

Potentia Wealth held its US Bancorp (USB) position steady in Q1 2026 at 6,013 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #76.

Potentia Wealth first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $321K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Potentia Wealth held 6,013 shares of US Bancorp worth $313K as of Q1 2026.
  • Potentia Wealth left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.12% of Potentia Wealth's portfolio in Q1 2026, its #76 holding.
  • Potentia Wealth first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's US Bancorp position peaked at $321K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.