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Caldwell Sutter Capital’s US Bancorp USB Stock Holding History

Caldwell Sutter Capital’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 		$657K Sell
10,870
-344
-3% -$19.3K 0.25% 99
2026
Q1 		$583K Sell
11,214
-179
-2% -$9.84K 0.24% 104
2025
Q4 		$608K Buy
11,393
+146
+1% +$7.18K 0.26% 100
2025
Q3 		$544K Buy
11,247
+415
+4% +$19.6K 0.23% 109
2025
Q2 		$490K Buy
10,832
+399
+4% +$16.8K 0.22% 114
2025
Q1 		$440K Sell
10,433
-564
-5% -$26K 0.21% 120
2024
Q4 		$526K Sell
10,997
-29
-0.3% -$1.43K 0.24% 108
2024
Q3 		$504K Sell
11,026
-111
-1% -$4.87K 0.24% 114
2024
Q2 		$442K Buy
11,137
+609
+6% +$24.8K 0.22% 121
2024
Q1 		$471K Buy
10,528
+372
+4% +$15.7K 0.23% 113
2023
Q4 		$440K Sell
10,156
-1,263
-11% -$46.2K 0.22% 112
2023
Q3 		$378K Buy
11,419
+552
+5% +$20.1K 0.21% 113
2023
Q2 		$359K Buy
10,867
+4,533
+72% +$147K 0.19% 124
2023
Q1 		$228K Buy
6,334
+3,006
+90% +$134K 0.17% 109
2022
Q4 		$145K Buy
+3,328
New +$142K 0.13% 125

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

Caldwell Sutter Capital's USB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its US Bancorp (USB) stake by 3.1% in Q2 2026, selling an estimated $19.3K and leaving 10,870 shares worth $657K. The position accounts for 0.25% of the portfolio, ranked #99.

Caldwell Sutter Capital first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Caldwell Sutter Capital held 10,870 shares of US Bancorp worth $657K as of Q2 2026.
  • Caldwell Sutter Capital sold 344 US Bancorp shares in Q2 2026, an estimated $19.3K.
  • US Bancorp made up 0.25% of Caldwell Sutter Capital's portfolio in Q2 2026, its #99 holding.
  • Caldwell Sutter Capital first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.