Balboa Wealth Partners
USB icon

Balboa Wealth Partners’s US Bancorp USB Stock Holding History

Balboa Wealth Partners’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 		$308K Buy
5,332
+1,409
+36% +$88K 0.04% 336
2026
Q2 		$237K Sell
3,923
-997
-20% -$55.9K 0.03% 397
2026
Q1 		$256K Buy
4,920
+188
+4% +$10.3K 0.04% 341
2025
Q4 		$252K Buy
+4,732
New +$233K 0.04% 328

Other funds holding USB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Balboa Wealth Partners's USB Position: Q3 2026 in Review

Balboa Wealth Partners increased its US Bancorp (USB) stake by 36% in Q3 2026, buying an estimated $88K and bringing the position to 5,332 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #336.

Balboa Wealth Partners first reported a position in USB in Q4 2025 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Balboa Wealth Partners held 5,332 shares of US Bancorp worth $308K as of Q3 2026.
  • Balboa Wealth Partners bought 1,409 US Bancorp shares in Q3 2026, an estimated $88K.
  • US Bancorp made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #336 holding.
  • Balboa Wealth Partners first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.