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Patrick M. Sweeney & Associates’s US Bancorp USB Stock Holding History

Patrick M. Sweeney & Associates’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 		$248K Hold
4,102
– – 0.14% 154
2026
Q1 		$213K Hold
4,102
– – 0.14% 161
2025
Q4 		$219K Buy
+4,102
New +$202K 0.14% 153

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

Patrick M. Sweeney & Associates's USB Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its US Bancorp (USB) position steady in Q2 2026 at 4,102 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #154.

Patrick M. Sweeney & Associates first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Patrick M. Sweeney & Associates held 4,102 shares of US Bancorp worth $248K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #154 holding.
  • Patrick M. Sweeney & Associates first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.