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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
Q2 		$612K Buy
10,126
+1,619
+19% +$90.7K 0.03% 319
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waterloo Capital's USB Position: Q2 2026 in Review

Waterloo Capital increased its US Bancorp (USB) stake by 19% in Q2 2026, buying an estimated $90.7K and bringing the position to 10,126 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #319.

Waterloo Capital first reported a position in USB in Q2 2025 and has held it in 5 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Waterloo Capital held 10,126 shares of US Bancorp worth $612K as of Q2 2026.
  • Waterloo Capital bought 1,619 US Bancorp shares in Q2 2026, an estimated $90.7K.
  • US Bancorp made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #319 holding.
  • Waterloo Capital first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.