Blalock Williams’s US Bancorp USB Stock Holding History

Blalock Williams’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	$235K	Buy	4,509 +434	+11%	+$23.8K	0.18%	123
2025 Q4	$217K	Buy	+4,075	New	+$200K	0.17%	128

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blalock Williams's USB Position: Q1 2026 in Review

Blalock Williams increased its US Bancorp (USB) stake by 11% in Q1 2026, buying an estimated $23.8K and bringing the position to 4,509 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #123.

Blalock Williams first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Blalock Williams held 4,509 shares of US Bancorp worth $235K as of Q1 2026.
Blalock Williams bought 434 US Bancorp shares in Q1 2026, an estimated $23.8K.
US Bancorp made up 0.18% of Blalock Williams's portfolio in Q1 2026, its #123 holding.
Blalock Williams first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.