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Twin Peaks Wealth Advisors’s US Bancorp USB Stock Holding History

Twin Peaks Wealth Advisors’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 		$67.6K Buy
+1,300
New +$71.4K 0.02% 359
2025
Q3 		– Sell
-827
Closed -$37.9K – 2020
2025
Q2 		$37.9K Buy
+827
New +$34.8K 0.01% 407

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

Twin Peaks Wealth Advisors's USB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in US Bancorp (USB) in Q1 2026: 1,300 shares worth $67.6K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in USB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in USB in Q2 2025 and has held it in 2 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,300 shares of US Bancorp worth $67.6K as of Q1 2026.
  • US Bancorp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • US Bancorp made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Twin Peaks Wealth Advisors first reported a position in US Bancorp in Q2 2025 and has held it in 2 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.