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Shepherd Financial Partners’s US Bancorp USB Stock Holding History

Shepherd 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 		$893K Buy
17,174
+90
+0.5% +$4.95K 0.08% 121
2025
Q4 		$912K Sell
17,084
-211
-1% -$10.4K 0.08% 115
2025
Q3 		$836K Buy
17,295
+22
+0.1% +$1.04K 0.08% 119
2025
Q2 		$782K Buy
17,273
+16
+0.1% +$673 0.08% 123
2025
Q1 		$729K Buy
17,257
+585
+4% +$27K 0.09% 131
2024
Q4 		$797K Buy
16,672
+486
+3% +$23.9K 0.1% 112
2024
Q3 		$740K Buy
16,186
+1,223
+8% +$53.6K 0.09% 118
2024
Q2 		$594K Buy
14,963
+369
+3% +$15K 0.08% 135
2024
Q1 		$652K Buy
14,594
+271
+2% +$11.4K 0.09% 129
2023
Q4 		$620K Buy
14,323
+23
+0.2% +$841 0.09% 128
2023
Q3 		$473K Buy
14,300
+3,262
+30% +$119K 0.07% 133
2023
Q2 		$365K Sell
11,038
-14,603
-57% -$472K 0.06% 147
2023
Q1 		$924K Buy
25,641
+17
+0.1% +$757 0.15% 92
2022
Q4 		$1.12M Buy
25,624
+11,628
+83% +$498K 0.2% 75
2022
Q3 		$564K Sell
13,996
-23,556
-63% -$1.09M 0.11% 107
2022
Q2 		$1.73M Buy
37,552
+1,145
+3% +$57.2K 0.34% 57
2022
Q1 		$1.94M Sell
36,407
-276
-0.8% -$15.9K 0.35% 55
2021
Q4 		$2.06M Buy
36,683
+1,559
+4% +$92.2K 0.36% 56
2021
Q3 		$2.09M Buy
35,124
+360
+1% +$20.5K 0.4% 49
2021
Q2 		$1.98M Sell
34,764
-12,939
-27% -$759K 0.38% 50
2021
Q1 		$2.64M Buy
47,703
+1,482
+3% +$74K 0.58% 31
2020
Q4 		$2.15M Buy
+46,221
New +$1.96M 0.49% 43

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

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

Shepherd Financial Partners increased its US Bancorp (USB) stake by 0.53% in Q1 2026, buying an estimated $4.95K and bringing the position to 17,174 shares worth $893K. The position accounts for 0.08% of the portfolio, ranked #121.

Shepherd Financial Partners first reported a position in USB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.64M in Q1 2021. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Shepherd Financial Partners held 17,174 shares of US Bancorp worth $893K as of Q1 2026.
  • Shepherd Financial Partners bought 90 US Bancorp shares in Q1 2026, an estimated $4.95K.
  • US Bancorp made up 0.08% of Shepherd Financial Partners's portfolio in Q1 2026, its #121 holding.
  • Shepherd Financial Partners first reported a position in US Bancorp in Q4 2020 and has held it in 22 quarters since.
  • Shepherd Financial Partners's US Bancorp position peaked at $2.64M in Q1 2021.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.