WA
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Wealth Alliance’s US Bancorp USB Stock Holding History

Wealth Alliance’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 		$1.9M Buy
36,438
+457
+1% +$25.1K 0.19% 108
2025
Q4 		$1.92M Sell
35,981
-772
-2% -$38K 0.19% 97
2025
Q3 		$1.78M Buy
36,753
+5,838
+19% +$276K 0.18% 101
2025
Q2 		$1.4M Buy
30,915
+1,075
+4% +$45.2K 0.16% 129
2025
Q1 		$1.26M Sell
29,840
-9,327
-24% -$430K 0.15% 134
2024
Q4 		$1.87M Sell
39,167
-3,854
-9% -$190K 0.22% 90
2024
Q3 		$1.97M Buy
43,021
+839
+2% +$36.8K 0.23% 83
2024
Q2 		$1.67M Sell
42,182
-6,937
-14% -$283K 0.22% 88
2024
Q1 		$2.2M Sell
49,119
-110
-0.2% -$4.64K 0.29% 66
2023
Q4 		$2.13M Buy
49,229
+266
+0.5% +$9.72K 0.3% 62
2023
Q3 		$1.62M Buy
48,963
+8,195
+20% +$299K 0.26% 83
2023
Q2 		$1.35M Sell
40,768
-63
-0.2% -$2.04K 0.2% 109
2023
Q1 		$1.47M Buy
40,831
+10,745
+36% +$479K 0.24% 94
2022
Q4 		$1.31M Buy
30,086
+4,100
+16% +$175K 0.23% 99
2022
Q3 		$1.05M Buy
25,986
+7,546
+41% +$349K 0.21% 110
2022
Q2 		$848K Sell
18,440
-2,563
-12% -$128K 0.16% 147
2022
Q1 		$1.12M Buy
21,003
+1,205
+6% +$69.2K 0.23% 100
2021
Q4 		$1.11M Sell
19,798
-2,205
-10% -$130K 0.22% 104
2021
Q3 		$1.31M Buy
22,003
+4,159
+23% +$237K 0.29% 71
2021
Q2 		$1.02M Buy
17,844
+6,447
+57% +$378K 0.24% 98
2021
Q1 		$630K Buy
11,397
+6,360
+126% +$318K 0.18% 144
2020
Q4 		$235K Sell
5,037
-664
-12% -$28.1K 0.07% 335
2020
Q3 		$204K Buy
+5,701
New +$209K 0.07% 305

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

Wealth Alliance's USB Position: Q1 2026 in Review

Wealth Alliance increased its US Bancorp (USB) stake by 1.3% in Q1 2026, buying an estimated $25.1K and bringing the position to 36,438 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #108.

Wealth Alliance first reported a position in USB in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q1 2024. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Wealth Alliance held 36,438 shares of US Bancorp worth $1.9M as of Q1 2026.
  • Wealth Alliance bought 457 US Bancorp shares in Q1 2026, an estimated $25.1K.
  • US Bancorp made up 0.19% of Wealth Alliance's portfolio in Q1 2026, its #108 holding.
  • Wealth Alliance first reported a position in US Bancorp in Q3 2020 and has held it in 23 quarters since.
  • Wealth Alliance's US Bancorp position peaked at $2.2M in Q1 2024.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.