Walsh & Associates’s US Bancorp USB Stock Holding History

Walsh & Associates’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	–	Sell	-57	Closed	-$2.96K	–	302
2026 Q1	$2.96K	Sell	57 -414	-88%	-$22.7K	﹤0.01%	207
2025 Q4	$25.1K	Buy	+471	New	+$23.2K	0.02%	147

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

Walsh & Associates's USB Position: Q2 2026 in Review

Walsh & Associates sold out of US Bancorp (USB) in Q2 2026, closing a stake of 57 shares — an estimated $2.96K sold.

Walsh & Associates first reported a position in USB in Q4 2025 and held it in 2 quarters. The position peaked at $25.1K in Q4 2025. 2,047 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Walsh & Associates reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 57 US Bancorp shares in Q2 2026, an estimated $2.96K.
Walsh & Associates first reported a position in US Bancorp in Q4 2025 and held it in 2 quarters.
Walsh & Associates's US Bancorp position peaked at $25.1K in Q4 2025.
2,047 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.