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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
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 $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

Patrick M. Sweeney & Associates's USB Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its US Bancorp (USB) position steady in Q1 2026 at 4,102 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #161.

Patrick M. Sweeney & Associates first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Patrick M. Sweeney & Associates held 4,102 shares of US Bancorp worth $213K as of Q1 2026.
  • Patrick M. Sweeney & Associates left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #161 holding.
  • Patrick M. Sweeney & Associates first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Patrick M. Sweeney & Associates's US Bancorp position peaked at $219K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.