WFC
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Western Financial Corp’s US Bancorp USB Stock Holding History

Western Financial Corp’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
2025
Q2 		– Sell
-11,147
Closed -$471K – 138
2025
Q1 		$471K Buy
11,147
+888
+9% +$41K 0.27% 87
2024
Q4 		$491K Buy
10,259
+1,657
+19% +$81.5K 0.27% 91
2024
Q3 		$393K Buy
8,602
+139
+2% +$6.1K 0.22% 96
2024
Q2 		$336K Buy
8,463
+219
+3% +$8.93K 0.2% 93
2024
Q1 		$369K Buy
+8,244
New +$348K 0.23% 86

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Western Financial Corp's USB Position: Q2 2025 in Review

Western Financial Corp sold out of US Bancorp (USB) in Q2 2025, closing a stake of 11,147 shares — an estimated $471K sold.

Western Financial Corp first reported a position in USB in Q1 2024 and held it in 5 quarters. The position peaked at $491K in Q4 2024. 1,838 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Western Financial Corp reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Western Financial Corp sold 11,147 US Bancorp shares in Q2 2025, an estimated $471K.
  • Western Financial Corp first reported a position in US Bancorp in Q1 2024 and held it in 5 quarters.
  • Western Financial Corp's US Bancorp position peaked at $491K in Q4 2024.
  • 1,838 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Western Financial Corp's 13F filing for Q2 2025, filed 17 Jul 2025.