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Wood Tarver Financial Group’s US Bancorp USB Stock Holding History

Wood Tarver Financial Group’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 		$1.46M Buy
28,041
+25
+0.1% +$1.37K 0.4% 42
2025
Q4 		$1.49M Buy
28,016
+68
+0.2% +$3.35K 0.42% 40
2025
Q3 		$1.35M Sell
27,948
-208
-0.7% -$9.84K 0.4% 41
2025
Q2 		$1.27M Hold
28,156
– – 0.38% 45
2025
Q1 		$1.19M Sell
28,156
-249
-0.9% -$11.5K 0.39% 40
2024
Q4 		$1.36M Buy
+28,405
New +$1.4M 0.45% 29

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

Wood Tarver Financial Group's USB Position: Q1 2026 in Review

Wood Tarver Financial Group increased its US Bancorp (USB) stake by 0.09% in Q1 2026, buying an estimated $1.37K and bringing the position to 28,041 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #42.

Wood Tarver Financial Group first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Wood Tarver Financial Group held 28,041 shares of US Bancorp worth $1.46M as of Q1 2026.
  • Wood Tarver Financial Group bought 25 US Bancorp shares in Q1 2026, an estimated $1.37K.
  • US Bancorp made up 0.4% of Wood Tarver Financial Group's portfolio in Q1 2026, its #42 holding.
  • Wood Tarver Financial Group first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's US Bancorp position peaked at $1.49M in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.