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Waterloo Capital’s US Bancorp USB Stock Holding History

Waterloo Capital’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 		$442K Buy
8,507
+780
+10% +$42.9K 0.03% 328
2025
Q4 		$412K Buy
7,727
+698
+10% +$34.3K 0.03% 320
2025
Q3 		$340K Buy
7,029
+615
+10% +$29.1K 0.03% 342
2025
Q2 		$290K Buy
+6,414
New +$270K 0.02% 359

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

Waterloo Capital's USB Position: Q1 2026 in Review

Waterloo Capital increased its US Bancorp (USB) stake by 10% in Q1 2026, buying an estimated $42.9K and bringing the position to 8,507 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #328.

Waterloo Capital first reported a position in USB in Q2 2025 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Waterloo Capital held 8,507 shares of US Bancorp worth $442K as of Q1 2026.
  • Waterloo Capital bought 780 US Bancorp shares in Q1 2026, an estimated $42.9K.
  • US Bancorp made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #328 holding.
  • Waterloo Capital first reported a position in US Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.