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Savvy Advisors Inc’s US Bancorp USB Stock Holding History

Savvy Advisors Inc’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 		$1.87M Buy
35,930
+5,058
+16% +$278K 0.05% 279
2025
Q4 		$1.65M Buy
30,872
+21,907
+244% +$1.08M 0.05% 265
2025
Q3 		$433K Buy
8,965
+2,614
+41% +$124K 0.02% 475
2025
Q2 		$287K Buy
+6,351
New +$267K 0.02% 506

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

Savvy Advisors Inc's USB Position: Q1 2026 in Review

Savvy Advisors Inc increased its US Bancorp (USB) stake by 16% in Q1 2026, buying an estimated $278K and bringing the position to 35,930 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #279.

Savvy Advisors Inc first reported a position in USB in Q2 2025 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Savvy Advisors Inc held 35,930 shares of US Bancorp worth $1.87M as of Q1 2026.
  • Savvy Advisors Inc bought 5,058 US Bancorp shares in Q1 2026, an estimated $278K.
  • US Bancorp made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #279 holding.
  • Savvy Advisors Inc first reported a position in US Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.