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Premier Path Wealth Partners’s US Bancorp USB Stock Holding History

Premier Path Wealth Partners’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 		$2.46M Buy
47,251
+2,918
+7% +$160K 0.32% 70
2025
Q4 		$2.37M Buy
44,333
+1,779
+4% +$87.5K 0.31% 76
2025
Q3 		$2.06M Buy
42,554
+474
+1% +$22.4K 0.26% 82
2025
Q2 		$1.9M Buy
42,080
+1,452
+4% +$61.1K 0.27% 88
2025
Q1 		$1.72M Sell
40,628
-652
-2% -$30.1K 0.27% 88
2024
Q4 		$1.97M Sell
41,280
-822
-2% -$40.4K 0.3% 77
2024
Q3 		$1.93M Buy
42,102
+2,276
+6% +$99.8K 0.3% 83
2024
Q2 		$1.58M Buy
39,826
+1,712
+4% +$69.8K 0.27% 91
2024
Q1 		$1.7M Buy
38,114
+26,754
+236% +$1.13M 0.32% 81
2023
Q4 		$481K Buy
+11,360
New +$415K 0.11% 197

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

Premier Path Wealth Partners's USB Position: Q1 2026 in Review

Premier Path Wealth Partners increased its US Bancorp (USB) stake by 6.6% in Q1 2026, buying an estimated $160K and bringing the position to 47,251 shares worth $2.46M. The position accounts for 0.32% of the portfolio, ranked #70.

Premier Path Wealth Partners first reported a position in USB in Q4 2023 and has held it in 10 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Premier Path Wealth Partners held 47,251 shares of US Bancorp worth $2.46M as of Q1 2026.
  • Premier Path Wealth Partners bought 2,918 US Bancorp shares in Q1 2026, an estimated $160K.
  • US Bancorp made up 0.32% of Premier Path Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Premier Path Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.