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Tradition Wealth Management’s US Bancorp USB Stock Holding History

Tradition Wealth Management’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 		$2.91M Buy
55,933
+794
+1% +$43.6K 0.21% 104
2025
Q4 		$2.94M Sell
55,139
-1,100
-2% -$54.1K 0.21% 99
2025
Q3 		$2.72M Buy
56,239
+743
+1% +$35.1K 0.2% 102
2025
Q2 		$2.51M Sell
55,496
-965
-2% -$40.6K 0.2% 100
2025
Q1 		$2.38M Sell
56,461
-507
-0.9% -$23.4K 0.21% 100
2024
Q4 		$2.72M Sell
56,968
-267
-0.5% -$13.1K 0.24% 87
2024
Q3 		$2.62M Buy
57,235
+863
+2% +$37.9K 0.23% 90
2024
Q2 		$2.24M Buy
56,372
+5,272
+10% +$215K 0.22% 94
2024
Q1 		$2.28M Sell
51,100
-6,130
-11% -$259K 0.23% 88
2023
Q4 		$2.48M Buy
57,230
+12,862
+29% +$470K 0.26% 70
2023
Q3 		$1.47M Sell
44,368
-1,127
-2% -$41.1K 0.17% 102
2023
Q2 		$1.5M Sell
45,495
-5,511
-11% -$178K 0.18% 99
2023
Q1 		$1.84M Sell
51,006
-1,205
-2% -$53.7K 0.23% 82
2022
Q4 		$2.28M Sell
52,211
-2,731
-5% -$117K 0.32% 65
2022
Q3 		$2.21M Sell
54,942
-2,080
-4% -$96.2K 0.33% 69
2022
Q2 		$2.62M Sell
57,022
-106
-0.2% -$5.29K 0.38% 66
2022
Q1 		$3.04M Sell
57,128
-1,081
-2% -$62.1K 0.39% 65
2021
Q4 		$3.27M Sell
58,209
-833
-1% -$49.3K 0.41% 65
2021
Q3 		$3.51M Sell
59,042
-492
-0.8% -$28K 0.5% 56
2021
Q2 		$3.39M Sell
59,534
-116
-0.2% -$6.8K 0.51% 54
2021
Q1 		$3.3M Buy
59,650
+965
+2% +$48.2K 0.57% 58
2020
Q4 		$2.73M Buy
+58,685
New +$2.48M 0.53% 53

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

Tradition Wealth Management's USB Position: Q1 2026 in Review

Tradition Wealth Management increased its US Bancorp (USB) stake by 1.4% in Q1 2026, buying an estimated $43.6K and bringing the position to 55,933 shares worth $2.91M. The position accounts for 0.21% of the portfolio, ranked #104.

Tradition Wealth Management first reported a position in USB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.51M in Q3 2021. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Tradition Wealth Management held 55,933 shares of US Bancorp worth $2.91M as of Q1 2026.
  • Tradition Wealth Management bought 794 US Bancorp shares in Q1 2026, an estimated $43.6K.
  • US Bancorp made up 0.21% of Tradition Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Tradition Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's US Bancorp position peaked at $3.51M in Q3 2021.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.