TritonPoint Wealth’s US Bancorp USB Stock Holding History

TritonPoint 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	$220K	Sell	4,193 -86	-2%	-$4.73K	0.02%	256
2025 Q4	$231K	Sell	4,279 -713	-14%	-$35.1K	0.02%	248
2025 Q3	$244K	Buy	4,992 +307	+7%	+$14.5K	0.02%	316
2025 Q2	$214K	Buy	+4,685	New	+$197K	0.02%	325
2025 Q1	–	Sell	-4,891	Closed	-$236K	–	344
2024 Q4	$236K	Buy	4,891 +230	+5%	+$11.3K	0.02%	306
2024 Q3	$212K	Buy	+4,661	New	+$204K	0.02%	317

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

TritonPoint Wealth's USB Position: Q1 2026 in Review

TritonPoint Wealth reduced its US Bancorp (USB) stake by 2% in Q1 2026, selling an estimated $4.73K and leaving 4,193 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #256.

TritonPoint Wealth first reported a position in USB in Q3 2024 and has held it in 6 quarters since. The position peaked at $244K in Q3 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

TritonPoint Wealth held 4,193 shares of US Bancorp worth $220K as of Q1 2026.
TritonPoint Wealth sold 86 US Bancorp shares in Q1 2026, an estimated $4.73K.
US Bancorp made up 0.02% of TritonPoint Wealth's portfolio in Q1 2026, its #256 holding.
TritonPoint Wealth first reported a position in US Bancorp in Q3 2024 and has held it in 6 quarters since.
TritonPoint Wealth's US Bancorp position peaked at $244K in Q3 2025.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.