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SHP Wealth Management’s US Bancorp USB Stock Holding History

SHP 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 		$14.4K Buy
277
+120
+76% +$6.59K ﹤0.01% 810
2025
Q4 		$8.4K Buy
+157
New +$7.72K ﹤0.01% 880

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.55B AUM 19.67% 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

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

SHP Wealth Management increased its US Bancorp (USB) stake by 76% in Q1 2026, buying an estimated $6.59K and bringing the position to 277 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

SHP Wealth Management first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 1,972 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • SHP Wealth Management held 277 shares of US Bancorp worth $14.4K as of Q1 2026.
  • SHP Wealth Management bought 120 US Bancorp shares in Q1 2026, an estimated $6.59K.
  • US Bancorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #810 holding.
  • SHP Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 1,972 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.