US Bancorp
TWFG

US Bancorp’s TWFG Inc TWFG Stock Holding History

US Bancorp’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2K Sell
555
-702
-56% -$15.5K ﹤0.01% 3350
2025
Q4 		$36.2K Sell
1,257
-62
-5% -$1.69K ﹤0.01% 2832
2025
Q3 		$36.2K Sell
1,319
-231
-15% -$6.67K ﹤0.01% 2817
2025
Q2 		$54.3K Buy
+1,550
New +$51.7K ﹤0.01% 2746

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

US Bancorp's TWFG Position: Q1 2026 in Review

US Bancorp reduced its TWFG Inc (TWFG) stake by 56% in Q1 2026, selling an estimated $15.5K and leaving 555 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

US Bancorp first reported a position in TWFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $54.3K in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • US Bancorp held 555 shares of TWFG Inc worth $10.2K as of Q1 2026.
  • US Bancorp sold 702 TWFG Inc shares in Q1 2026, an estimated $15.5K.
  • TWFG Inc made up ﹤0.01% of US Bancorp's portfolio in Q1 2026, its #3350 holding.
  • US Bancorp first reported a position in TWFG Inc in Q2 2025 and has held it in 4 quarters since.
  • US Bancorp's TWFG Inc position peaked at $54.3K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on US Bancorp's 13F filing for Q1 2026, filed 15 May 2026.