West Family Investments’s US Bancorp USB Stock Holding History

West Family Investments’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	$324K	Buy	5,370 +43	+0.8%	+$2.41K	0.09%	299
2026 Q1	$277K	Sell	5,327 -3,776	-41%	-$207K	0.1%	187
2025 Q4	$486K	Hold	9,103	–	–	0.11%	174
2025 Q3	$440K	Buy	9,103 +86	+1%	+$4.07K	0.1%	214
2025 Q2	$408K	Buy	9,017 +3,690	+69%	+$155K	0.11%	204
2025 Q1	$225K	Sell	5,327 -908	-15%	-$41.9K	0.08%	220
2024 Q4	$298K	Sell	6,235 -86	-1%	-$4.23K	0.1%	192
2024 Q3	$289K	Buy	6,321 +1,128	+22%	+$49.5K	0.1%	214
2024 Q2	$206K	Buy	5,193 +10	+0.2%	+$408	0.06%	233
2024 Q1	$232K	Buy	5,183 +105	+2%	+$4.43K	0.07%	230
2023 Q4	$220K	Buy	+5,078	New	+$186K	0.07%	208
2021 Q3	–	Sell	-3,682	Closed	-$210K	–	389
2021 Q2	$210K	Buy	+3,682	New	+$216K	0.06%	315

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

West Family Investments's USB Position: Q2 2026 in Review

West Family Investments increased its US Bancorp (USB) stake by 0.81% in Q2 2026, buying an estimated $2.41K and bringing the position to 5,370 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #299.

West Family Investments first reported a position in USB in Q2 2021 and has held it in 12 quarters since. The position peaked at $486K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

West Family Investments held 5,370 shares of US Bancorp worth $324K as of Q2 2026.
West Family Investments bought 43 US Bancorp shares in Q2 2026, an estimated $2.41K.
US Bancorp made up 0.09% of West Family Investments's portfolio in Q2 2026, its #299 holding.
West Family Investments first reported a position in US Bancorp in Q2 2021 and has held it in 12 quarters since.
West Family Investments's US Bancorp position peaked at $486K in Q4 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.