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Rialto Wealth Management’s US Bancorp USB Stock Holding History

Rialto Wealth Management’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 		$29.1K Buy
560
+22
+4% +$1.21K 0.01% 335
2025
Q4 		$28.7K Sell
538
-514
-49% -$25.3K 0.01% 326
2025
Q3 		$50.8K Buy
1,052
+14
+1% +$662 0.01% 267
2025
Q2 		$47K Sell
1,038
-21
-2% -$883 0.01% 271
2025
Q1 		$44.7K Buy
1,059
+365
+53% +$16.8K 0.01% 269
2024
Q4 		$33.2K Buy
+694
New +$34.1K 0.01% 289

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

Rialto Wealth Management's USB Position: Q1 2026 in Review

Rialto Wealth Management increased its US Bancorp (USB) stake by 4.1% in Q1 2026, buying an estimated $1.21K and bringing the position to 560 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #335.

Rialto Wealth Management first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.8K in Q3 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Rialto Wealth Management held 560 shares of US Bancorp worth $29.1K as of Q1 2026.
  • Rialto Wealth Management bought 22 US Bancorp shares in Q1 2026, an estimated $1.21K.
  • US Bancorp made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Rialto Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's US Bancorp position peaked at $50.8K in Q3 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.