SIA
USB icon

Spectrum Investment Advisors’s US Bancorp USB Stock Holding History

Spectrum Investment Advisors’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 		$239K Buy
4,601
+829
+22% +$45.6K 0.12% 38
2025
Q4 		$201K Buy
+3,772
New +$186K 0.1% 51

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

Spectrum Investment Advisors's USB Position: Q1 2026 in Review

Spectrum Investment Advisors increased its US Bancorp (USB) stake by 22% in Q1 2026, buying an estimated $45.6K and bringing the position to 4,601 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #38.

Spectrum Investment Advisors first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Spectrum Investment Advisors held 4,601 shares of US Bancorp worth $239K as of Q1 2026.
  • Spectrum Investment Advisors bought 829 US Bancorp shares in Q1 2026, an estimated $45.6K.
  • US Bancorp made up 0.12% of Spectrum Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Spectrum Investment Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.