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VALLEY WEALTH MANAGERS, INC. → USB
VALLEY WEALTH MANAGERS, INC. USB Position History
U.S. Bancorp • Financial Services
Quarters held
10
Latest value
$4M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $3.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $3.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4.1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 68.6K | — | — |
| Q3 2026 | $1.4M | 24.5K | — | — |
| Q2 2026 | $4.1M | 67.4K | — | — |
| Q2 2026 | $1.5M | 24.7K | — | — |
| Q1 2026 | $3.4M | 65.6K | — | — |
| Q1 2026 | $1.3M | 24.7K | — | — |
| Q4 2025 | $3.6M | 68.0K | — | — |
| Q4 2025 | $1.5M | 27.6K | — | — |
| Q3 2025 | $3.2M | 66.2K | — | — |
| Q3 2025 | $1.3M | 27.7K | — | — |
Other funds holding USB
$6.2B
$6.1B
$5.6B
$4.5B
$4.5B
$3.8B
$3.6B
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM