TrueNorth Wealth & Impact, LLC’s US Bancorp USB Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$526K	Buy	+9,110	New	+$569K	0.2%	77

Other funds holding USB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's USB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in US Bancorp (USB) in Q3 2026: 9,110 shares worth $526K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings.

1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 9,110 shares of US Bancorp worth $526K as of Q3 2026.
US Bancorp was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
US Bancorp made up 0.2% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #77 holding.
1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.