SSG
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Summit Securities Group’s US Bancorp USB Stock Holding History

Summit Securities Group’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
2014
Q2 		– Sell
-120
Closed -$87K – 654
2014
Q1 		$87K Buy
+120
New +$4.93K 0.05% 148

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

Summit Securities Group's USB Position: Q1 2026 in Review

Summit Securities Group reduced its US Bancorp (USB) stake by 85% in Q1 2026, selling an estimated $565K and leaving 1,755 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #301.

Summit Securities Group first reported a position in USB in Q2 2013 and has held it in 36 quarters since. The position peaked at $19.6M in Q3 2019. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Summit Securities Group held 1,755 shares of US Bancorp worth $91.3K as of Q1 2026.
  • Summit Securities Group sold 10,278 US Bancorp shares in Q1 2026, an estimated $565K.
  • US Bancorp made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #301 holding.
  • Summit Securities Group first reported a position in US Bancorp in Q2 2013 and has held it in 36 quarters since.
  • Summit Securities Group's US Bancorp position peaked at $19.6M in Q3 2019.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.