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TD Private Client Wealth’s US Bancorp USB Stock Holding History

TD Private Client Wealth’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 		$6.77M Sell
130,192
-2,452
-2% -$135K 0.14% 100
2025
Q4 		$7.08M Sell
132,644
-9,055
-6% -$445K 0.15% 90
2025
Q3 		$6.85M Sell
141,699
-59,415
-30% -$2.81M 0.15% 91
2025
Q2 		$9.1M Sell
201,114
-2,570
-1% -$108K 0.22% 71
2025
Q1 		$8.6M Buy
203,684
+5,633
+3% +$260K 0.24% 70
2024
Q4 		$9.47M Sell
198,051
-2,606
-1% -$128K 0.26% 66
2024
Q3 		$9.18M Buy
200,657
+13,578
+7% +$596K 0.26% 65
2024
Q2 		$7.43M Buy
187,079
+4,979
+3% +$203K 0.23% 71
2024
Q1 		$8.14M Sell
182,100
-6,498
-3% -$274K 0.27% 65
2023
Q4 		$8.16M Sell
188,598
-33,110
-15% -$1.21M 0.3% 61
2023
Q3 		$7.33M Sell
221,708
-1,256
-0.6% -$45.8K 0.32% 58
2023
Q2 		$7.37M Buy
222,964
+7,579
+4% +$245K 0.32% 62
2023
Q1 		$7.76M Buy
215,385
+30,620
+17% +$1.36M 0.35% 51
2022
Q4 		$8.06M Sell
184,765
-1,360
-0.7% -$58.2K 0.38% 47
2022
Q3 		$7.5M Buy
186,125
+19,727
+12% +$913K 0.38% 50
2022
Q2 		$7.66M Buy
166,398
+29,913
+22% +$1.49M 0.37% 50
2022
Q1 		$7.25M Buy
136,485
+9,053
+7% +$520K 0.31% 68
2021
Q4 		$7.16M Sell
127,432
-7,270
-5% -$430K 0.3% 70
2021
Q3 		$8.01M Buy
134,702
+18,272
+16% +$1.04M 0.34% 65
2021
Q2 		$6.63M Buy
116,430
+1,645
+1% +$96.5K 0.28% 79
2021
Q1 		$6.35M Buy
114,785
+61,383
+115% +$3.07M 0.3% 74
2020
Q4 		$2.49M Sell
53,402
-15,710
-23% -$665K 0.13% 176
2020
Q3 		$2.48M Sell
69,112
-2,905
-4% -$106K 0.14% 162
2020
Q2 		$2.65M Buy
72,017
+12,354
+21% +$440K 0.15% 145
2020
Q1 		$2.06M Buy
59,663
+9,044
+18% +$436K 0.15% 146
2019
Q4 		$3M Buy
+50,619
New +$2.93M 0.18% 135

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

TD Private Client Wealth's USB Position: Q1 2026 in Review

TD Private Client Wealth reduced its US Bancorp (USB) stake by 1.8% in Q1 2026, selling an estimated $135K and leaving 130,192 shares worth $6.77M. The position accounts for 0.14% of the portfolio, ranked #100.

TD Private Client Wealth first reported a position in USB in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.47M in Q4 2024. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • TD Private Client Wealth held 130,192 shares of US Bancorp worth $6.77M as of Q1 2026.
  • TD Private Client Wealth sold 2,452 US Bancorp shares in Q1 2026, an estimated $135K.
  • US Bancorp made up 0.14% of TD Private Client Wealth's portfolio in Q1 2026, its #100 holding.
  • TD Private Client Wealth first reported a position in US Bancorp in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's US Bancorp position peaked at $9.47M in Q4 2024.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.