WESPAC Advisors
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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
2026
Q3 		– Sell
-3,859
Closed -$233K – 234
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

WESPAC Advisors's USB Position: Q3 2026 in Review

WESPAC Advisors sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,859 shares — an estimated $233K sold.

WESPAC Advisors first reported a position in USB in Q4 2017 and held it in 8 quarters. The position peaked at $486K in Q1 2025. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • WESPAC Advisors reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 3,859 US Bancorp shares in Q3 2026, an estimated $233K.
  • WESPAC Advisors first reported a position in US Bancorp in Q4 2017 and held it in 8 quarters.
  • WESPAC Advisors's US Bancorp position peaked at $486K in Q1 2025.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.