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Wealthspire Advisors (New York)’s US Bancorp USB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.38M Sell
26,489
-16,376
-38% -$900K 0.01% 348
2025
Q4 		$2.29M Sell
42,865
-31,275
-42% -$1.54M 0.02% 272
2025
Q3 		$3.58M Sell
74,140
-5,042
-6% -$238K 0.02% 198
2025
Q2 		$3.58M Buy
79,182
+1,266
+2% +$53.2K 0.02% 195
2025
Q1 		$3.29M Buy
77,916
+34,916
+81% +$1.61M 0.02% 198
2024
Q4 		$2.06M Sell
43,000
-4,317
-9% -$212K 0.02% 243
2024
Q3 		$2.16M Buy
47,317
+5,270
+13% +$231K 0.02% 241
2024
Q2 		$1.67M Buy
42,047
+11,837
+39% +$483K 0.02% 229
2024
Q1 		$1.35M Buy
30,210
+3
+0% +$127 0.02% 265
2023
Q4 		$1.31M Buy
30,207
+760
+3% +$27.8K 0.02% 266
2023
Q3 		$974K Buy
29,447
+3,615
+14% +$132K 0.02% 283
2023
Q2 		$853K Buy
25,832
+1,072
+4% +$34.6K 0.01% 276
2023
Q1 		$893K Buy
24,760
+331
+1% +$14.7K 0.02% 266
2022
Q4 		$1.07M Buy
24,429
+8,323
+52% +$356K 0.02% 250
2022
Q3 		$649K Buy
16,106
+6,092
+61% +$282K 0.01% 297
2022
Q2 		$461K Sell
10,014
-813
-8% -$40.6K 0.01% 330
2022
Q1 		$575K Sell
10,827
-1,491
-12% -$85.7K 0.01% 254
2021
Q4 		$692K Buy
12,318
+645
+6% +$38.1K 0.02% 270
2021
Q3 		$694K Buy
11,673
+4,237
+57% +$241K 0.01% 301
2021
Q2 		$424K Sell
7,436
-11,978
-62% -$703K 0.01% 243
2021
Q1 		$1.07M Buy
19,414
+3,336
+21% +$167K 0.03% 252
2020
Q4 		$749K Buy
16,078
+9,701
+152% +$411K 0.02% 246
2020
Q3 		$229K Buy
+6,377
New +$233K 0.01% 276
2020
Q2 		– Sell
-23,088
Closed -$795K – 516
2020
Q1 		$795K Buy
23,088
+18,564
+410% +$895K 0.03% 228
2019
Q4 		$268K Buy
4,524
+892
+25% +$51.6K 0.02% 165
2019
Q3 		$201K Buy
+3,632
New +$196K 0.02% 161
2019
Q1 		– Sell
-1,196
Closed -$55K – 754
2018
Q4 		$55K Buy
+1,196
New +$61.6K 0.01% 174

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

Wealthspire Advisors (New York)'s USB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its US Bancorp (USB) stake by 38% in Q1 2026, selling an estimated $900K and leaving 26,489 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #348.

Wealthspire Advisors (New York) first reported a position in USB in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.58M in Q3 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Wealthspire Advisors (New York) held 26,489 shares of US Bancorp worth $1.38M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 16,376 US Bancorp shares in Q1 2026, an estimated $900K.
  • US Bancorp made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #348 holding.
  • Wealthspire Advisors (New York) first reported a position in US Bancorp in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s US Bancorp position peaked at $3.58M in Q3 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.