W Advisors LLC’s US Bancorp USB Stock Holding History

W Advisors LLC’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	$251K	Hold	4,163	–	–	0.11%	134
2026 Q1	$217K	Buy	4,163 +11	+0.3%	+$604	0.11%	133
2025 Q4	$222K	Buy	+4,152	New	+$204K	0.11%	133
2022 Q2	–	Sell	-3,753	Closed	-$200K	–	119
2022 Q1	$200K	Buy	+3,753	New	+$216K	0.15%	109

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

W Advisors LLC's USB Position: Q2 2026 in Review

W Advisors LLC held its US Bancorp (USB) position steady in Q2 2026 at 4,163 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #134.

W Advisors LLC first reported a position in USB in Q1 2022 and has held it in 4 quarters since. 2,065 funds tracked by Wall St. Rank hold USB as of Q2 2026.

W Advisors LLC held 4,163 shares of US Bancorp worth $251K as of Q2 2026.
W Advisors LLC left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.11% of W Advisors LLC's portfolio in Q2 2026, its #134 holding.
W Advisors LLC first reported a position in US Bancorp in Q1 2022 and has held it in 4 quarters since.
2,065 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.