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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
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
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

W Advisors LLC's USB Position: Q1 2026 in Review

W Advisors LLC increased its US Bancorp (USB) stake by 0.26% in Q1 2026, buying an estimated $604 and bringing the position to 4,163 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #133.

W Advisors LLC first reported a position in USB in Q1 2022 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • W Advisors LLC held 4,163 shares of US Bancorp worth $217K as of Q1 2026.
  • W Advisors LLC bought 11 US Bancorp shares in Q1 2026, an estimated $604.
  • US Bancorp made up 0.11% of W Advisors LLC's portfolio in Q1 2026, its #133 holding.
  • W Advisors LLC first reported a position in US Bancorp in Q1 2022 and has held it in 3 quarters since.
  • W Advisors LLC's US Bancorp position peaked at $222K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.