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Precision Wealth Strategies’s US Bancorp USB Stock Holding History

Precision Wealth Strategies’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
2021
Q2 		– Sell
-15,100
Closed -$5K – 119
2021
Q1 		$5K Buy
+15,100
New +$754K ﹤0.01% 87

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

Precision Wealth Strategies's USB Position: Q1 2026 in Review

Precision Wealth Strategies reduced its US Bancorp (USB) stake by 0.12% in Q1 2026, selling an estimated $1.1K and leaving 16,855 shares worth $877K. The position accounts for 0.29% of the portfolio, ranked #77.

Precision Wealth Strategies first reported a position in USB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q1 2023. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Precision Wealth Strategies held 16,855 shares of US Bancorp worth $877K as of Q1 2026.
  • Precision Wealth Strategies sold 20 US Bancorp shares in Q1 2026, an estimated $1.1K.
  • US Bancorp made up 0.29% of Precision Wealth Strategies's portfolio in Q1 2026, its #77 holding.
  • Precision Wealth Strategies first reported a position in US Bancorp in Q4 2020 and has held it in 22 quarters since.
  • Precision Wealth Strategies's US Bancorp position peaked at $1.38M in Q1 2023.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.