Patrick M. Sweeney & Associates
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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
Q3 		$243K Buy
4,212
+110
+3% +$6.87K 0.14% 152
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

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Patrick M. Sweeney & Associates's USB Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its US Bancorp (USB) stake by 2.7% in Q3 2026, buying an estimated $6.87K and bringing the position to 4,212 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #152.

Patrick M. Sweeney & Associates first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 1,256 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Patrick M. Sweeney & Associates held 4,212 shares of US Bancorp worth $243K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 110 US Bancorp shares in Q3 2026, an estimated $6.87K.
  • US Bancorp made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #152 holding.
  • Patrick M. Sweeney & Associates first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Patrick M. Sweeney & Associates's US Bancorp position peaked at $248K in Q2 2026.
  • 1,256 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.