SYM Financial Corp’s US Bancorp USB Stock Holding History

SYM Financial Corp’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	Buy	4,544 +282	+7%	+$15.5K	0.02%	276
2025 Q4	$227K	Buy	+4,262	New	+$210K	0.02%	291

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYM Financial Corp's USB Position: Q1 2026 in Review

SYM Financial Corp increased its US Bancorp (USB) stake by 6.6% in Q1 2026, buying an estimated $15.5K and bringing the position to 4,544 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #276.

SYM Financial Corp 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.

SYM Financial Corp held 4,544 shares of US Bancorp worth $236K as of Q1 2026.
SYM Financial Corp bought 282 US Bancorp shares in Q1 2026, an estimated $15.5K.
US Bancorp made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #276 holding.
SYM Financial Corp 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 SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.