MFG
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Midwest Financial Group’s US Bancorp USB Stock Holding History

Midwest Financial Group’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 		$2M Sell
33,134
-600
-2% -$33.6K 0.7% 36
2026
Q1 		$1.75M Sell
33,734
-220
-0.6% -$12.1K 0.75% 38
2025
Q4 		$1.81M Buy
33,954
+1,003
+3% +$49.3K 0.8% 38
2025
Q3 		$1.59M Sell
32,951
-700
-2% -$33.1K 0.76% 38
2025
Q2 		$1.52M Buy
33,651
+900
+3% +$37.8K 0.8% 36
2025
Q1 		$1.38M Buy
32,751
+897
+3% +$41.4K 0.8% 35
2024
Q4 		$1.52M Buy
31,854
+25
+0.1% +$1.23K 0.87% 32
2024
Q3 		$1.46M Sell
31,829
-300
-0.9% -$13.2K 0.86% 31
2024
Q2 		$1.28M Buy
32,129
+573
+2% +$23.4K 0.81% 33
2024
Q1 		$1.41M Buy
31,556
+606
+2% +$25.6K 0.95% 29
2023
Q4 		$1.34M Sell
30,950
-525
-2% -$19.2K 1% 26
2023
Q3 		$1.04M Buy
31,475
+2,500
+9% +$91.1K 0.88% 31
2023
Q2 		$957K Buy
28,975
+2,750
+10% +$88.9K 0.81% 31
2023
Q1 		$945K Buy
+26,225
New +$1.17M 0.87% 29

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

Midwest Financial Group's USB Position: Q2 2026 in Review

Midwest Financial Group reduced its US Bancorp (USB) stake by 1.8% in Q2 2026, selling an estimated $33.6K and leaving 33,134 shares worth $2M. The position accounts for 0.7% of the portfolio, ranked #36.

Midwest Financial Group first reported a position in USB in Q1 2023 and has held it in 14 quarters since. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Midwest Financial Group held 33,134 shares of US Bancorp worth $2M as of Q2 2026.
  • Midwest Financial Group sold 600 US Bancorp shares in Q2 2026, an estimated $33.6K.
  • US Bancorp made up 0.7% of Midwest Financial Group's portfolio in Q2 2026, its #36 holding.
  • Midwest Financial Group first reported a position in US Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.