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BCWM LLC’s US Bancorp USB Stock Holding History

BCWM LLC’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
Q2 		$204K Sell
3,370
-103,966
-97% -$5.83M 0.06% 57
2026
Q1 		$5.58M Sell
107,336
-7,016
-6% -$386K 1.58% 33
2025
Q4 		$6.1M Buy
114,352
+2,043
+2% +$100K 1.83% 23
2025
Q3 		$5.43M Buy
112,309
+697
+0.6% +$33K 1.63% 24
2025
Q2 		$5.05M Buy
111,612
+9,653
+9% +$406K 1.6% 25
2025
Q1 		$4.3M Sell
101,959
-13,685
-12% -$631K 1.5% 30
2024
Q4 		$5.53M Buy
+115,644
New +$5.69M 1.97% 22
2024
Q2 		$4.69M Buy
118,118
+7,249
+7% +$296K 1.69% 28
2024
Q1 		$4.96M Sell
110,869
-38,838
-26% -$1.64M 1.71% 25
2023
Q4 		$6.48M Buy
149,707
+145
+0.1% +$5.3K 2.2% 18
2023
Q3 		$4.94M Sell
149,562
-1,047
-0.7% -$38.1K 1.81% 22
2023
Q2 		$4.98M Buy
+150,609
New +$4.87M 1.64% 27

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCWM LLC's USB Position: Q2 2026 in Review

BCWM LLC reduced its US Bancorp (USB) stake by 97% in Q2 2026, selling an estimated $5.83M and leaving 3,370 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #57.

BCWM LLC first reported a position in USB in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.48M in Q4 2023. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • BCWM LLC held 3,370 shares of US Bancorp worth $204K as of Q2 2026.
  • BCWM LLC sold 103,966 US Bancorp shares in Q2 2026, an estimated $5.83M.
  • US Bancorp made up 0.06% of BCWM LLC's portfolio in Q2 2026, its #57 holding.
  • BCWM LLC first reported a position in US Bancorp in Q2 2023 and has held it in 12 quarters since.
  • BCWM LLC's US Bancorp position peaked at $6.48M in Q4 2023.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.