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
2026 Q2	$233K	Buy	+3,859	New	+$216K	0.11%	170
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

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

WESPAC Advisors's USB Position: Q2 2026 in Review

WESPAC Advisors opened a new position in US Bancorp (USB) in Q2 2026: 3,859 shares worth $233K. The stake represents 0.11% of the portfolio and ranks #170 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in USB as recently as Q1 2025.

WESPAC Advisors first reported a position in USB in Q4 2017 and has held it in 8 quarters since. The position peaked at $486K in Q1 2025. 2,065 funds tracked by Wall St. Rank hold USB as of Q2 2026.

WESPAC Advisors held 3,859 shares of US Bancorp worth $233K as of Q2 2026.
US Bancorp was a new WESPAC Advisors position in Q2 2026.
US Bancorp made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #170 holding.
WESPAC Advisors first reported a position in US Bancorp in Q4 2017 and has held it in 8 quarters since.
WESPAC Advisors's US Bancorp position peaked at $486K in Q1 2025.
2,065 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.