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BOLTON SECURITIES CORPORATION’s US Bancorp USB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$223K Hold
3,866
– – 0.01% 854
2026
Q2 		$234K Buy
3,866
+684
+21% +$38.3K 0.01% 853
2026
Q1 		$166K Buy
+3,182
New +$175K 0.01% 862
2025
Q3 		$98.1K Buy
+2,030
New +$96K ﹤0.01% 970
2025
Q1 		$90.7K Buy
+2,148
New +$99.1K 0.01% 905

Other funds holding USB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's USB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its US Bancorp (USB) position steady in Q3 2026 at 3,866 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #854.

BOLTON SECURITIES CORPORATION first reported a position in USB in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q2 2026. 1,541 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,866 shares of US Bancorp worth $223K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its US Bancorp share count unchanged in Q3 2026.
  • US Bancorp made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #854 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in US Bancorp in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's US Bancorp position peaked at $234K in Q2 2026.
  • 1,541 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.