West Financial Advisors’s US Bancorp USB Stock Holding History

West Financial 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	$215K	Hold	3,725	–	–	0.03%	60
2026 Q2	$225K	Hold	3,725	–	–	0.03%	59
2026 Q1	$194K	Sell	3,725 -118	-3%	-$6.48K	0.03%	56
2025 Q4	$205K	Buy	3,843 +118	+3%	+$5.8K	0.03%	57
2025 Q3	$180K	Hold	3,725	–	–	0.03%	61
2025 Q2	$169K	Hold	3,725	–	–	0.03%	62
2025 Q1	$157K	Sell	3,725 -604	-14%	-$27.9K	0.03%	67
2024 Q4	$207K	Buy	+4,329	New	+$213K	0.04%	56
2022 Q2	–	Sell	-148	Closed	-$8K	–	198
2022 Q1	$8K	Buy	148 +40	+37%	+$2.3K	﹤0.01%	149
2021 Q4	$6K	Buy	+108	New	+$6.39K	﹤0.01%	155

Other funds holding USB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

West Financial Advisors's USB Position: Q3 2026 in Review

West Financial Advisors held its US Bancorp (USB) position steady in Q3 2026 at 3,725 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #60.

West Financial Advisors first reported a position in USB in Q4 2021 and has held it in 10 quarters since. The position peaked at $225K in Q2 2026. 1,400 funds tracked by Wall St. Rank hold USB as of Q3 2026.

West Financial Advisors held 3,725 shares of US Bancorp worth $215K as of Q3 2026.
West Financial Advisors left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up 0.03% of West Financial Advisors's portfolio in Q3 2026, its #60 holding.
West Financial Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 10 quarters since.
West Financial Advisors's US Bancorp position peaked at $225K in Q2 2026.
1,400 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on West Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.