Sippican Capital Advisors’s US Bancorp USB Stock Holding History

Sippican Capital Advisors’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	$281K	Hold	4,857	–	–	0.19%	94
2026 Q2	$293K	Hold	4,857	–	–	0.18%	96
2026 Q1	$253K	Hold	4,857	–	–	0.17%	96
2025 Q4	$259K	Hold	4,857	–	–	0.17%	102
2025 Q3	$235K	Hold	4,857	–	–	0.16%	110
2025 Q2	$220K	Hold	4,857	–	–	0.16%	106
2025 Q1	$205K	Hold	4,857	–	–	0.15%	104
2024 Q4	$232K	Hold	4,857	–	–	0.17%	103
2024 Q3	$222K	Buy	+4,857	New	+$213K	0.16%	106
2015 Q3	–	Sell	-7,775	Closed	-$337K	–	103
2015 Q2	$337K	Hold	7,775	–	–	0.34%	81
2015 Q1	$340K	Sell	7,775 -4,000	-34%	-$175K	0.35%	84
2014 Q4	$529K	Hold	11,775	–	–	0.53%	64
2014 Q3	$493K	Buy	+11,775	New	+$497K	0.5%	70

Other funds holding USB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Sippican Capital Advisors's USB Position: Q3 2026 in Review

Sippican Capital Advisors held its US Bancorp (USB) position steady in Q3 2026 at 4,857 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #94.

Sippican Capital Advisors first reported a position in USB in Q3 2014 and has held it in 13 quarters since. The position peaked at $529K in Q4 2014. 1,784 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Sippican Capital Advisors held 4,857 shares of US Bancorp worth $281K as of Q3 2026.
Sippican Capital Advisors left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up 0.19% of Sippican Capital Advisors's portfolio in Q3 2026, its #94 holding.
Sippican Capital Advisors first reported a position in US Bancorp in Q3 2014 and has held it in 13 quarters since.
Sippican Capital Advisors's US Bancorp position peaked at $529K in Q4 2014.
1,784 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Sippican Capital Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.