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 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 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

Midwest Financial Group's USB Position: Q1 2026 in Review

Midwest Financial Group reduced its US Bancorp (USB) stake by 0.65% in Q1 2026, selling an estimated $12.1K and leaving 33,734 shares worth $1.75M. The position accounts for 0.75% of the portfolio, ranked #38.

Midwest Financial Group first reported a position in USB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Midwest Financial Group held 33,734 shares of US Bancorp worth $1.75M as of Q1 2026.
Midwest Financial Group sold 220 US Bancorp shares in Q1 2026, an estimated $12.1K.
US Bancorp made up 0.75% of Midwest Financial Group's portfolio in Q1 2026, its #38 holding.
Midwest Financial Group first reported a position in US Bancorp in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's US Bancorp position peaked at $1.81M in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.