Root Financial Partners
USB icon

Root Financial Partners’s US Bancorp USB Stock Holding History

Root Financial 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
Q3 		$201K Buy
3,479
+87
+3% +$5.43K 0.01% 443
2026
Q2 		$205K Sell
3,392
-618
-15% -$34.6K 0.01% 393
2026
Q1 		$209K Sell
4,010
-5,357
-57% -$294K 0.01% 324
2025
Q4 		$500K Buy
9,367
+88
+0.9% +$4.33K 0.03% 161
2025
Q3 		$448K Buy
+9,279
New +$439K 0.03% 160

Other funds holding USB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Root Financial Partners's USB Position: Q3 2026 in Review

Root Financial Partners increased its US Bancorp (USB) stake by 2.6% in Q3 2026, buying an estimated $5.43K and bringing the position to 3,479 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #443.

Root Financial Partners first reported a position in USB in Q3 2025 and has held it in 5 quarters since. The position peaked at $500K in Q4 2025. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Root Financial Partners held 3,479 shares of US Bancorp worth $201K as of Q3 2026.
  • Root Financial Partners bought 87 US Bancorp shares in Q3 2026, an estimated $5.43K.
  • US Bancorp made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #443 holding.
  • Root Financial Partners first reported a position in US Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's US Bancorp position peaked at $500K in Q4 2025.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.