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West Branch Capital’s US Bancorp USB Stock Holding History

West Branch 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 		$906 Hold
15
– – ﹤0.01% 304
2026
Q1 		$781 Hold
15
– – ﹤0.01% 323
2025
Q4 		$801 Hold
15
– – ﹤0.01% 359
2025
Q3 		$725 Hold
15
– – ﹤0.01% 392
2025
Q2 		$679 Hold
15
– – ﹤0.01% 407
2025
Q1 		$634 Hold
15
– – ﹤0.01% 431
2024
Q4 		$718 Sell
15
-117
-89% -$5.76K ﹤0.01% 415
2024
Q3 		$6.04K Sell
132
-889
-87% -$39K ﹤0.01% 322
2024
Q2 		$40.5K Hold
1,021
– – 0.02% 171
2024
Q1 		$45.6K Hold
1,021
– – 0.02% 163
2023
Q4 		$44.2K Sell
1,021
-696
-41% -$25.4K 0.02% 163
2023
Q3 		$56.8K Hold
1,717
– – 0.03% 152
2023
Q2 		$56.7K Hold
1,717
– – 0.03% 154
2023
Q1 		$61.9K Hold
1,717
– – 0.03% 150
2022
Q4 		$74.9K Hold
1,717
– – 0.05% 135
2022
Q3 		$69K Hold
1,717
– – 0.04% 144
2022
Q2 		$79K Hold
1,717
– – 0.05% 137
2022
Q1 		$91K Hold
1,717
– – 0.04% 137
2021
Q4 		$96K Hold
1,717
– – 0.04% 148
2021
Q3 		$102K Hold
1,717
– – 0.05% 130
2021
Q2 		$98K Buy
+1,717
New +$101K 0.05% 138

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

West Branch Capital's USB Position: Q2 2026 in Review

West Branch Capital held its US Bancorp (USB) position steady in Q2 2026 at 15 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #304.

West Branch Capital first reported a position in USB in Q2 2021 and has held it in 21 quarters since. The position peaked at $102K in Q3 2021. 512 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • West Branch Capital held 15 shares of US Bancorp worth $906 as of Q2 2026.
  • West Branch Capital left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #304 holding.
  • West Branch Capital first reported a position in US Bancorp in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's US Bancorp position peaked at $102K in Q3 2021.
  • 512 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.