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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
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 $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

Root Financial Partners's USB Position: Q1 2026 in Review

Root Financial Partners reduced its US Bancorp (USB) stake by 57% in Q1 2026, selling an estimated $294K and leaving 4,010 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #324.

Root Financial Partners first reported a position in USB in Q3 2025 and has held it in 3 quarters since. The position peaked at $500K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Root Financial Partners held 4,010 shares of US Bancorp worth $209K as of Q1 2026.
  • Root Financial Partners sold 5,357 US Bancorp shares in Q1 2026, an estimated $294K.
  • US Bancorp made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #324 holding.
  • Root Financial Partners first reported a position in US Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's US Bancorp position peaked at $500K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.