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Sterling Wealth Management’s US Bancorp USB Stock Holding History

Sterling 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 		$236K Hold
4,532
– – 0.06% 102
2025
Q4 		$242K Buy
+4,532
New +$223K 0.07% 94

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

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

Sterling Wealth Management held its US Bancorp (USB) position steady in Q1 2026 at 4,532 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #102.

Sterling Wealth Management first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Sterling Wealth Management held 4,532 shares of US Bancorp worth $236K as of Q1 2026.
  • Sterling Wealth Management left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.06% of Sterling Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Sterling Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Sterling Wealth Management's US Bancorp position peaked at $242K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.