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Stokes Family Office’s US Bancorp USB Stock Holding History

Stokes Family Office’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 		– Sell
-4,226
Closed -$225K – 320
2025
Q4 		$225K Buy
+4,226
New +$208K 0.02% 279
2023
Q4 		– Sell
-10,696
Closed -$354K – 341
2023
Q3 		$354K Sell
10,696
-488
-4% -$17.8K 0.04% 220
2023
Q2 		$370K Buy
11,184
+2,456
+28% +$79.4K 0.04% 214
2023
Q1 		$315K Buy
8,728
+1,900
+28% +$84.6K 0.04% 217
2022
Q4 		$298K Sell
6,828
-3,659
-35% -$157K 0.04% 218
2022
Q3 		$423K Buy
10,487
+2,650
+34% +$123K 0.06% 171
2022
Q2 		$361K Buy
7,837
+2,243
+40% +$112K 0.05% 188
2022
Q1 		$297K Sell
5,594
-438
-7% -$25.2K 0.04% 208
2021
Q4 		$339K Buy
6,032
+1,195
+25% +$70.7K 0.04% 179
2021
Q3 		$288K Buy
+4,837
New +$275K 0.04% 187

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stokes Family Office's USB Position: Q1 2026 in Review

Stokes Family Office sold out of US Bancorp (USB) in Q1 2026, closing a stake of 4,226 shares — an estimated $225K sold.

Stokes Family Office first reported a position in USB in Q3 2021 and held it in 10 quarters. The position peaked at $423K in Q3 2022. 1,977 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Stokes Family Office reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 4,226 US Bancorp shares in Q1 2026, an estimated $225K.
  • Stokes Family Office first reported a position in US Bancorp in Q3 2021 and held it in 10 quarters.
  • Stokes Family Office's US Bancorp position peaked at $423K in Q3 2022.
  • 1,977 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.