WCG Wealth Advisors’s US Bancorp USB Stock Holding History

WCG 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	$648K	Buy	12,457 +25	+0.2%	+$1.37K	0.02%	431
2025 Q4	$663K	Buy	+12,432	New	+$612K	0.02%	411
2025 Q1	–	Sell	-11,562	Closed	-$553K	–	326
2024 Q4	$553K	Buy	+11,562	New	+$569K	0.04%	248
2023 Q4	–	Sell	-12,845	Closed	-$425K	–	320
2023 Q3	$425K	Buy	+12,845	New	+$468K	0.03%	247

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

WCG Wealth Advisors's USB Position: Q1 2026 in Review

WCG Wealth Advisors increased its US Bancorp (USB) stake by 0.2% in Q1 2026, buying an estimated $1.37K and bringing the position to 12,457 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #431.

WCG Wealth Advisors first reported a position in USB in Q3 2023 and has held it in 4 quarters since. The position peaked at $663K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

WCG Wealth Advisors held 12,457 shares of US Bancorp worth $648K as of Q1 2026.
WCG Wealth Advisors bought 25 US Bancorp shares in Q1 2026, an estimated $1.37K.
US Bancorp made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #431 holding.
WCG Wealth Advisors first reported a position in US Bancorp in Q3 2023 and has held it in 4 quarters since.
WCG Wealth Advisors's US Bancorp position peaked at $663K in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.