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Stiles Financial Services’s US Bancorp USB Stock Holding History

Stiles Financial Services’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 		$1.24M Sell
23,810
-1,435
-6% -$78.9K 0.38% 73
2025
Q4 		$1.35M Sell
25,245
-814
-3% -$40K 0.41% 66
2025
Q3 		$1.26M Sell
26,059
-1,448
-5% -$68.5K 0.4% 76
2025
Q2 		$1.24M Sell
27,507
-217
-0.8% -$9.12K 0.43% 73
2025
Q1 		$1.17M Sell
27,724
-1,514
-5% -$69.9K 0.45% 70
2024
Q4 		$1.4M Sell
29,238
-1,466
-5% -$72.1K 0.51% 62
2024
Q3 		$1.4M Sell
30,704
-4,714
-13% -$207K 0.49% 66
2024
Q2 		$1.41M Sell
35,418
-4,582
-11% -$187K 0.54% 61
2024
Q1 		$1.79M Sell
40,000
-1,930
-5% -$81.4K 0.72% 47
2023
Q4 		$1.81M Sell
41,930
-2,977
-7% -$109K 0.82% 41
2023
Q3 		$1.48M Sell
44,907
-4,525
-9% -$165K 0.77% 42
2023
Q2 		$1.63M Sell
49,432
-1,871
-4% -$60.5K 0.81% 37
2023
Q1 		$1.85M Buy
51,303
+1,777
+4% +$79.2K 0.99% 29
2022
Q4 		$2.16M Sell
49,526
-1,322
-3% -$56.6K 1.23% 22
2022
Q3 		$2.05M Buy
50,848
+1,079
+2% +$49.9K 1.25% 19
2022
Q2 		$2.29M Sell
49,769
-418
-0.8% -$20.9K 1.38% 17
2022
Q1 		$2.67M Buy
50,187
+1,414
+3% +$81.3K 1.34% 17
2021
Q4 		$2.74M Buy
+48,773
New +$2.88M 1.32% 18

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

Stiles Financial Services's USB Position: Q1 2026 in Review

Stiles Financial Services reduced its US Bancorp (USB) stake by 5.7% in Q1 2026, selling an estimated $78.9K and leaving 23,810 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #73.

Stiles Financial Services first reported a position in USB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.74M in Q4 2021. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Stiles Financial Services held 23,810 shares of US Bancorp worth $1.24M as of Q1 2026.
  • Stiles Financial Services sold 1,435 US Bancorp shares in Q1 2026, an estimated $78.9K.
  • US Bancorp made up 0.38% of Stiles Financial Services's portfolio in Q1 2026, its #73 holding.
  • Stiles Financial Services first reported a position in US Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's US Bancorp position peaked at $2.74M in Q4 2021.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.