Douglass Winthrop Advisors’s US Bancorp USB Stock Holding History

Douglass Winthrop Advisors’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	–	Sell	-4,544	Closed	-$242K	–	316
2025 Q4	$242K	Buy	+4,544	New	+$224K	﹤0.01%	288
2023 Q1	–	Sell	-4,800	Closed	-$209K	–	252
2022 Q4	$209K	Sell	4,800 -300	-6%	-$12.8K	0.01%	233
2022 Q3	$206K	Sell	5,100 -767	-13%	-$35.5K	0.01%	235
2022 Q2	$270K	Buy	5,867 +1,767	+43%	+$88.2K	0.01%	220
2022 Q1	$218K	Sell	4,100 -2,000	-33%	-$115K	0.01%	255
2021 Q4	$343K	Hold	6,100	–	–	0.01%	226
2021 Q3	$363K	Hold	6,100	–	–	0.01%	222
2021 Q2	$348K	Hold	6,100	–	–	0.01%	230
2021 Q1	$337K	Hold	6,100	–	–	0.01%	223
2020 Q4	$284K	Buy	6,100 +300	+5%	+$12.7K	0.01%	231
2020 Q3	$208K	Sell	5,800 -389	-6%	-$14.2K	0.01%	250
2020 Q2	$228K	Sell	6,189 -9,836	-61%	-$351K	0.01%	225
2020 Q1	$552K	Hold	16,025	–	–	0.02%	140
2019 Q4	$950K	Hold	16,025	–	–	0.03%	127
2019 Q3	$887K	Hold	16,025	–	–	0.03%	130
2019 Q2	$840K	Sell	16,025 -125	-0.8%	-$6.44K	0.03%	132
2019 Q1	$778K	Hold	16,150	–	–	0.03%	127
2018 Q4	$738K	Hold	16,150	–	–	0.04%	135
2018 Q3	$853K	Sell	16,150 -3,350	-17%	-$177K	0.04%	128
2018 Q2	$975K	Buy	19,500 +5,600	+40%	+$284K	0.04%	148
2018 Q1	$702K	Sell	13,900 -5,466	-28%	-$299K	0.03%	171
2017 Q4	$1.04M	Hold	19,366	–	–	0.06%	125
2017 Q3	$1.04M	Buy	19,366 +366	+2%	+$19.1K	0.06%	120
2017 Q2	$986K	Buy	19,000 +7,350	+63%	+$379K	0.06%	120
2017 Q1	$600K	Buy	11,650 +125	+1%	+$6.67K	0.04%	148
2016 Q4	$592K	Buy	11,525 +350	+3%	+$16.6K	0.04%	144
2016 Q3	$479K	Hold	11,175	–	–	0.03%	159
2016 Q2	$451K	Hold	11,175	–	–	0.03%	161
2016 Q1	$454K	Hold	11,175	–	–	0.03%	161
2015 Q4	$477K	Buy	11,175 +2,750	+33%	+$118K	0.04%	166
2015 Q3	$346K	Hold	8,425	–	–	0.03%	188
2015 Q2	$368K	Hold	8,425	–	–	0.03%	193
2015 Q1	$368K	Sell	8,425 -1,375	-14%	-$60.2K	0.03%	193
2014 Q4	$441K	Buy	9,800 +575	+6%	+$24.7K	0.04%	140
2014 Q3	$386K	Hold	9,225	–	–	0.04%	145
2014 Q2	$400K	Hold	9,225	–	–	0.04%	136
2014 Q1	$395K	Hold	9,225	–	–	0.04%	131
2013 Q4	$373K	Buy	9,225 +839	+10%	+$32.2K	0.04%	134
2013 Q3	$307K	Buy	8,386 +225	+3%	+$8.33K	0.04%	140
2013 Q2	$295K	Buy	+8,161	New	+$280K	0.04%	143

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

Douglass Winthrop Advisors's USB Position: Q1 2026 in Review

Douglass Winthrop Advisors sold out of US Bancorp (USB) in Q1 2026, closing a stake of 4,544 shares — an estimated $242K sold.

Douglass Winthrop Advisors first reported a position in USB in Q2 2013 and held it in 40 quarters. The position peaked at $1.04M in Q4 2017. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Douglass Winthrop Advisors reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
Douglass Winthrop Advisors sold 4,544 US Bancorp shares in Q1 2026, an estimated $242K.
Douglass Winthrop Advisors first reported a position in US Bancorp in Q2 2013 and held it in 40 quarters.
Douglass Winthrop Advisors's US Bancorp position peaked at $1.04M in Q4 2017.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.