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Loring Wolcott & Coolidge Fiduciary Advisors’s US Bancorp USB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$164K Buy
2,947
+212
+8% +$11.6K ﹤0.01% 332
2025
Q4 		$155K Hold
2,735
– – ﹤0.01% 343
2025
Q3 		$131K Hold
2,735
– – ﹤0.01% 356
2025
Q2 		$124K Hold
2,735
– – ﹤0.01% 325
2025
Q1 		$108K Hold
2,735
– – ﹤0.01% 323
2024
Q4 		$135K Sell
2,735
-157
-5% -$7.72K ﹤0.01% 320
2024
Q3 		$140K Buy
2,892
+157
+6% +$6.89K ﹤0.01% 314
2024
Q2 		$118K Hold
2,735
– – ﹤0.01% 320
2024
Q1 		$112K Sell
2,735
-132
-5% -$5.57K ﹤0.01% 323
2023
Q4 		$119K Sell
2,867
-4,609
-62% -$168K ﹤0.01% 329
2023
Q3 		$257K Sell
7,476
-189
-2% -$6.88K ﹤0.01% 257
2023
Q2 		$253K Sell
7,665
-144
-2% -$4.65K ﹤0.01% 267
2023
Q1 		$282K Buy
7,809
+283
+4% +$12.6K ﹤0.01% 246
2022
Q4 		$328K Sell
7,526
-2,815
-27% -$120K ﹤0.01% 235
2022
Q3 		$417K Sell
10,341
-1,394
-12% -$64.5K 0.01% 212
2022
Q2 		$540K Buy
11,735
+3,409
+41% +$170K 0.01% 198
2022
Q1 		$443K Sell
8,326
-176
-2% -$10.1K ﹤0.01% 225
2021
Q4 		$478K Sell
8,502
-2,660
-24% -$157K ﹤0.01% 228
2021
Q3 		$663K Sell
11,162
-477
-4% -$27.2K 0.01% 196
2021
Q2 		$663K Buy
11,639
+25
+0.2% +$1.47K 0.01% 200
2021
Q1 		$642K Sell
11,614
-26
-0.2% -$1.3K 0.01% 192
2020
Q4 		$542K Sell
11,640
-416
-3% -$17.6K 0.01% 199
2020
Q3 		$432K Sell
12,056
-1,238
-9% -$45.3K 0.01% 205
2020
Q2 		$489K Sell
13,294
-5,695
-30% -$203K 0.01% 179
2020
Q1 		$654K Sell
18,989
-2,628
-12% -$127K 0.01% 154
2019
Q4 		$1.28M Buy
21,617
+2,980
+16% +$172K 0.02% 139
2019
Q3 		$1.03M Sell
18,637
-238
-1% -$12.9K 0.02% 155
2019
Q2 		$989K Buy
18,875
+1,025
+6% +$52.8K 0.01% 155
2019
Q1 		$860K Hold
17,850
– – 0.01% 163
2018
Q4 		$816K Buy
17,850
+2,063
+13% +$106K 0.01% 160
2018
Q3 		$834K Hold
15,787
– – 0.01% 168
2018
Q2 		$790K Hold
15,787
– – 0.01% 176
2018
Q1 		$797K Hold
15,787
– – 0.01% 177
2017
Q4 		$846K Hold
15,787
– – 0.02% 171
2017
Q3 		$846K Buy
15,787
+48
+0.3% +$2.51K 0.02% 166
2017
Q2 		$831K Sell
15,739
-32
-0.2% -$1.65K 0.02% 160
2017
Q1 		$812K Buy
15,771
+500
+3% +$26.7K 0.02% 166
2016
Q4 		$784K Hold
15,271
– – 0.02% 169
2016
Q3 		$655K Sell
15,271
-32
-0.2% -$1.36K 0.02% 175
2016
Q2 		$617K Sell
15,303
-336
-2% -$14K 0.01% 171
2016
Q1 		$635K Buy
15,639
+800
+5% +$31.9K 0.02% 168
2015
Q4 		$633K Sell
14,839
-170
-1% -$7.27K 0.02% 180
2015
Q3 		$651K Hold
15,009
– – 0.02% 182
2015
Q2 		$651K Hold
15,009
– – 0.02% 182
2015
Q1 		$655K Hold
15,009
– – 0.02% 186
2014
Q4 		$675K Buy
15,009
+295
+2% +$12.7K 0.02% 173
2014
Q3 		$615K Sell
14,714
-1,819
-11% -$76.8K 0.02% 172
2014
Q2 		$716K Sell
16,533
-1,320
-7% -$55.1K 0.02% 162
2014
Q1 		$765K Buy
17,853
+275
+2% +$11.3K 0.02% 160
2013
Q4 		$710K Sell
17,578
-2,150
-11% -$82.5K 0.02% 166
2013
Q3 		$722K Sell
19,728
-100
-0.5% -$3.7K 0.02% 162
2013
Q2 		$717K Buy
+19,828
New +$680K 0.02% 167

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's USB Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its US Bancorp (USB) stake by 7.8% in Q1 2026, buying an estimated $11.6K and bringing the position to 2,947 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in USB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q4 2019. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,947 shares of US Bancorp worth $164K as of Q1 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 212 US Bancorp shares in Q1 2026, an estimated $11.6K.
  • US Bancorp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #332 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 52 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's US Bancorp position peaked at $1.28M in Q4 2019.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.