U.S. Capital Wealth Advisors’s US Bancorp USB Stock Holding History

U.S. Capital 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	$273K	Buy	5,246 +993	+23%	+$54.6K	0.01%	853
2025 Q4	$227K	Sell	4,253 -481	-10%	-$23.7K	0.01%	887
2025 Q3	$229K	Buy	4,734 +59	+1%	+$2.79K	0.01%	856
2025 Q2	$212K	Buy	+4,675	New	+$197K	0.01%	823
2023 Q1	–	Sell	-3,817	Closed	-$166K	–	1485
2022 Q4	$166K	Sell	3,817 -1,490	-28%	-$63.8K	0.01%	646
2022 Q3	$214K	Sell	5,307 -1,886	-26%	-$87.3K	0.01%	581
2022 Q2	$331K	Sell	7,193 -346	-5%	-$17.3K	0.01%	539
2022 Q1	$401K	Buy	7,539 +2,229	+42%	+$128K	0.01%	551
2021 Q4	$298K	Buy	5,310 +175	+3%	+$10.3K	0.01%	599
2021 Q3	$305K	Buy	+5,135	New	+$292K	0.01%	609

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

U.S. Capital Wealth Advisors's USB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its US Bancorp (USB) stake by 23% in Q1 2026, buying an estimated $54.6K and bringing the position to 5,246 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #853.

U.S. Capital Wealth Advisors first reported a position in USB in Q3 2021 and has held it in 10 quarters since. The position peaked at $401K in Q1 2022. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

U.S. Capital Wealth Advisors held 5,246 shares of US Bancorp worth $273K as of Q1 2026.
U.S. Capital Wealth Advisors bought 993 US Bancorp shares in Q1 2026, an estimated $54.6K.
US Bancorp made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #853 holding.
U.S. Capital Wealth Advisors first reported a position in US Bancorp in Q3 2021 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's US Bancorp position peaked at $401K in Q1 2022.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.