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WESPAC Advisors’s US Bancorp USB Stock Holding History

WESPAC Advisors’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
2025
Q2 		– Sell
-11,517
Closed -$486K – 200
2025
Q1 		$486K Buy
+11,517
New +$531K 0.4% 96
2019
Q3 		– Sell
-5,509
Closed -$289K – 123
2019
Q2 		$289K Hold
5,509
– – 0.22% 89
2019
Q1 		$265K Hold
5,509
– – 0.18% 100
2018
Q4 		$252K Hold
5,509
– – 0.24% 80
2018
Q3 		$291K Buy
+5,509
New +$292K 0.17% 114
2018
Q2 		– Sell
-5,509
Closed -$278K – 145
2018
Q1 		$278K Buy
5,509
+329
+6% +$18K 0.17% 111
2017
Q4 		$278K Buy
+5,180
New +$279K 0.26% 99

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

WESPAC Advisors's USB Position: Q2 2025 in Review

WESPAC Advisors sold out of US Bancorp (USB) in Q2 2025, closing a stake of 11,517 shares — an estimated $486K sold.

WESPAC Advisors first reported a position in USB in Q4 2017 and held it in 7 quarters. The position peaked at $486K in Q1 2025. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • WESPAC Advisors reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors sold 11,517 US Bancorp shares in Q2 2025, an estimated $486K.
  • WESPAC Advisors first reported a position in US Bancorp in Q4 2017 and held it in 7 quarters.
  • WESPAC Advisors's US Bancorp position peaked at $486K in Q1 2025.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.