Truepoint Inc’s US Bancorp USB Stock Holding History

Truepoint Inc’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	$312K	Hold	6,003	–	–	0.01%	129
2025 Q4	$320K	Buy	6,003 +650	+12%	+$32K	0.01%	123
2025 Q3	$259K	Hold	5,353	–	–	0.01%	128
2025 Q2	$242K	Sell	5,353 -7	-0.1%	-$294	0.01%	128
2025 Q1	$226K	Sell	5,360 -26	-0.5%	-$1.2K	0.01%	127
2024 Q4	$258K	Buy	5,386 +4	+0.1%	+$197	0.01%	118
2024 Q3	$246K	Buy	5,382 +5	+0.1%	+$219	0.01%	117
2024 Q2	$213K	Sell	5,377 -132	-2%	-$5.38K	0.01%	112
2024 Q1	$246K	Sell	5,509 -45,090	-89%	-$1.9M	0.01%	117
2023 Q4	$2.19M	Buy	50,599 +4,582	+10%	+$167K	0.06%	54
2023 Q3	$1.52M	Buy	46,017 +2,732	+6%	+$99.5K	0.05%	63
2023 Q2	$1.43M	Buy	43,285 +163	+0.4%	+$5.27K	0.05%	59
2023 Q1	$1.55M	Hold	43,122	–	–	0.05%	55
2022 Q4	$1.88M	Hold	43,122	–	–	0.07%	50
2022 Q3	$1.74M	Hold	43,122	–	–	0.09%	49
2022 Q2	$1.98M	Sell	43,122 -57	-0.1%	-$2.85K	0.1%	42
2022 Q1	$2.29M	Buy	43,179 +1,970	+5%	+$113K	0.11%	39
2021 Q4	$2.31M	Buy	41,209 +30	+0.1%	+$1.77K	0.11%	38
2021 Q3	$2.45M	Hold	41,179	–	–	0.12%	33
2021 Q2	$2.35M	Buy	41,179 +57	+0.1%	+$3.34K	0.13%	33
2021 Q1	$2.27M	Hold	41,122	–	–	0.14%	32
2020 Q4	$1.92M	Hold	41,122	–	–	0.13%	33
2020 Q3	$1.47M	Sell	41,122 -12,243	-23%	-$448K	0.11%	33
2020 Q2	$1.97M	Hold	53,365	–	–	0.16%	29
2020 Q1	$1.84M	Hold	53,365	–	–	0.17%	28
2019 Q4	$3.16M	Hold	53,365	–	–	0.24%	24
2019 Q3	$2.95M	Sell	53,365 -1,442	-3%	-$77.9K	0.26%	22
2019 Q2	$2.87M	Buy	54,807 +1,103	+2%	+$56.8K	0.23%	27
2019 Q1	$2.59M	Sell	53,704 -850	-2%	-$42.6K	0.22%	26
2018 Q4	$2.49M	Sell	54,554 -2,565	-4%	-$132K	0.24%	26
2018 Q3	$3.02M	Hold	57,119	–	–	0.26%	19
2018 Q2	$2.86M	Buy	57,119 +54,250	+1,891%	+$2.75M	0.26%	19
2018 Q1	$56.8K	Sell	2,869 -50,851	-95%	-$2.78M	0.44%	12
2017 Q4	$2.88M	Sell	53,720 -3,581	-6%	-$193K	0.27%	17
2017 Q3	$3.07M	Buy	57,301 +1,650	+3%	+$86.3K	0.3%	18
2017 Q2	$2.95M	Sell	55,651 -14,196	-20%	-$731K	0.3%	17
2017 Q1	$3.6M	Buy	69,847 +24	+0%	+$1.28K	0.39%	15
2016 Q4	$3.69M	Buy	69,823 +15,854	+29%	+$754K	0.41%	12
2016 Q3	$2.31M	Buy	53,969 +128	+0.2%	+$5.44K	0.28%	17
2016 Q2	$2.17M	Hold	53,841	–	–	0.28%	17
2016 Q1	$2.19M	Sell	53,841 -3,026	-5%	-$121K	0.29%	17
2015 Q4	$2.43M	Sell	56,867 -1,013	-2%	-$43.3K	0.34%	13
2015 Q3	$2.37M	Buy	+57,880	New	+$2.51M	0.35%	16

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

Truepoint Inc's USB Position: Q1 2026 in Review

Truepoint Inc held its US Bancorp (USB) position steady in Q1 2026 at 6,003 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #129.

Truepoint Inc first reported a position in USB in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.69M in Q4 2016. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Truepoint Inc held 6,003 shares of US Bancorp worth $312K as of Q1 2026.
Truepoint Inc left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #129 holding.
Truepoint Inc first reported a position in US Bancorp in Q3 2015 and has held it in 43 quarters since.
Truepoint Inc's US Bancorp position peaked at $3.69M in Q4 2016.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.