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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
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

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

West Financial Advisors's USB Position: Q2 2026 in Review

West Financial Advisors held its US Bancorp (USB) position steady in Q2 2026 at 3,725 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #59.

West Financial Advisors first reported a position in USB in Q4 2021 and has held it in 9 quarters since. 569 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • West Financial Advisors held 3,725 shares of US Bancorp worth $225K as of Q2 2026.
  • West Financial Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • West Financial Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 9 quarters since.
  • 569 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.