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West Paces Advisors’s US Bancorp USB Stock Holding History

West Paces 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 		$33.5K Buy
+555
New +$31.1K 0.01% 309
2025
Q2 		– Sell
-1,287
Closed -$54.3K – 539
2025
Q1 		$54.3K Sell
1,287
-2,333
-64% -$108K 0.01% 220
2024
Q4 		$173K Sell
3,620
-2,352
-39% -$116K 0.04% 143
2024
Q3 		$273K Sell
5,972
-6,296
-51% -$276K 0.07% 114
2024
Q2 		$487K Sell
12,268
-2,698
-18% -$110K 0.13% 75
2024
Q1 		$669K Sell
14,966
-2,174
-13% -$91.7K 0.18% 66
2023
Q4 		$742K Buy
17,140
+2,109
+14% +$77.1K 0.21% 59
2023
Q3 		$497K Buy
15,031
+7,044
+88% +$257K 0.16% 71
2023
Q2 		$264K Sell
7,987
-5,613
-41% -$181K 0.08% 109
2023
Q1 		$490K Buy
13,600
+70
+0.5% +$3.12K 0.15% 84
2022
Q4 		$590K Buy
13,530
+691
+5% +$29.6K 0.19% 73
2022
Q3 		$518K Buy
12,839
+4,443
+53% +$206K 0.18% 77
2022
Q2 		$386K Sell
8,396
-250
-3% -$12.5K 0.13% 92
2022
Q1 		$460K Sell
8,646
-831
-9% -$47.8K 0.14% 88
2021
Q4 		$532K Sell
9,477
-212
-2% -$12.5K 0.17% 83
2021
Q3 		$576K Sell
9,689
-432
-4% -$24.6K 0.2% 73
2021
Q2 		$577K Sell
10,121
-632
-6% -$37.1K 0.21% 75
2021
Q1 		$595K Buy
10,753
+35
+0.3% +$1.75K 0.24% 69
2020
Q4 		$499K Buy
10,718
+190
+2% +$8.04K 0.22% 72
2020
Q3 		$377K Sell
10,528
-631
-6% -$23.1K 0.19% 82
2020
Q2 		$411K Buy
11,159
+4,833
+76% +$172K 0.22% 75
2020
Q1 		$218K Sell
6,326
-5,859
-48% -$282K 0.14% 96
2019
Q4 		$722K Sell
12,185
-13
-0.1% -$752 0.39% 53
2019
Q3 		$675K Buy
12,198
+2,835
+30% +$153K 0.4% 52
2019
Q2 		$491K Buy
9,363
+536
+6% +$27.6K 0.31% 61
2019
Q1 		$425K Buy
8,827
+542
+7% +$27.2K 0.3% 70
2018
Q4 		$379K Sell
8,285
-110
-1% -$5.66K 0.29% 72
2018
Q3 		$443K Buy
8,395
+4,520
+117% +$239K 0.32% 70
2018
Q2 		$194K Buy
3,875
+3,110
+407% +$158K 0.14% 104
2018
Q1 		$38.6K Hold
765
– – 0.03% 186
2017
Q4 		$41K Hold
765
– – 0.03% 194
2017
Q3 		$41K Hold
765
– – 0.03% 189
2017
Q2 		$39.7K Hold
765
– – 0.03% 188
2017
Q1 		$39.4K Hold
765
– – 0.03% 183
2016
Q4 		$39.3K Buy
+765
New +$36.4K 0.04% 194

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

West Paces Advisors opened a new position in US Bancorp (USB) in Q2 2026: 555 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in USB as recently as Q1 2025.

West Paces Advisors first reported a position in USB in Q4 2016 and has held it in 35 quarters since. The position peaked at $742K in Q4 2023. 453 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • West Paces Advisors held 555 shares of US Bancorp worth $33.5K as of Q2 2026.
  • US Bancorp was a new West Paces Advisors position in Q2 2026.
  • US Bancorp made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #309 holding.
  • West Paces Advisors first reported a position in US Bancorp in Q4 2016 and has held it in 35 quarters since.
  • West Paces Advisors's US Bancorp position peaked at $742K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.