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SWS Partners’s US Bancorp USB Stock Holding History

SWS Partners’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 		$491K Hold
8,066
– – 0.11% 94
2026
Q1 		$424K Hold
8,066
– – 0.1% 102
2025
Q4 		$435K Hold
8,066
– – 0.1% 105
2025
Q3 		$394K Buy
+8,066
New +$381K 0.1% 110
2024
Q3 		– Sell
-136
Closed -$5.4K – 289
2024
Q2 		$5.4K Buy
+136
New +$5.55K ﹤0.01% 285

Other funds holding USB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SWS Partners's USB Position: Q2 2026 in Review

SWS Partners held its US Bancorp (USB) position steady in Q2 2026 at 8,066 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #94.

SWS Partners first reported a position in USB in Q2 2024 and has held it in 5 quarters since. 1,079 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • SWS Partners held 8,066 shares of US Bancorp worth $491K as of Q2 2026.
  • SWS Partners left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.11% of SWS Partners's portfolio in Q2 2026, its #94 holding.
  • SWS Partners first reported a position in US Bancorp in Q2 2024 and has held it in 5 quarters since.
  • 1,079 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.