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Western Wealth Management’s US Bancorp USB Stock Holding History

Western Wealth Management’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
Q1 		$2.46M Buy
47,219
+9,998
+27% +$549K 0.09% 242
2025
Q4 		$1.99M Sell
37,221
-694
-2% -$34.1K 0.09% 220
2025
Q3 		$1.83M Sell
37,915
-1,309
-3% -$61.9K 0.1% 200
2025
Q2 		$1.77M Sell
39,224
-39
-0.1% -$1.64K 0.11% 185
2025
Q1 		$1.66M Buy
39,263
+1,450
+4% +$66.9K 0.11% 186
2024
Q4 		$1.81M Sell
37,813
-7,786
-17% -$383K 0.12% 164
2024
Q3 		$2.09M Buy
45,599
+9,288
+26% +$407K 0.12% 181
2024
Q2 		$1.44M Buy
36,311
+607
+2% +$24.8K 0.11% 166
2024
Q1 		$1.6M Sell
35,704
-9,417
-21% -$397K 0.12% 159
2023
Q4 		$1.95M Buy
45,121
+838
+2% +$30.6K 0.14% 155
2023
Q3 		$1.46M Buy
44,283
+2,721
+7% +$99.1K 0.12% 174
2023
Q2 		$1.37M Buy
41,562
+3,047
+8% +$98.5K 0.12% 179
2023
Q1 		$1.39M Buy
38,515
+20,179
+110% +$899K 0.13% 177
2022
Q4 		$800K Sell
18,336
-13,952
-43% -$597K 0.08% 266
2022
Q3 		$1.3M Buy
32,288
+72
+0.2% +$3.33K 0.07% 253
2022
Q2 		$1.48M Buy
32,216
+625
+2% +$31.2K 0.09% 235
2022
Q1 		$1.68M Buy
31,591
+15,300
+94% +$879K 0.08% 228
2021
Q4 		$916K Buy
+16,291
New +$964K 0.09% 209
2021
Q2 		$876K Buy
15,418
+1,109
+8% +$65.1K 0.09% 238
2021
Q1 		$791K Buy
14,309
+950
+7% +$47.4K 0.11% 195
2020
Q4 		$622K Hold
13,359
– – 0.09% 220
2020
Q3 		$479K Sell
13,359
-894
-6% -$32.7K 0.08% 245
2020
Q2 		$525K Sell
14,253
-2,867
-17% -$102K 0.1% 215
2020
Q1 		$589K Buy
17,120
+67
+0.4% +$3.23K 0.14% 166
2019
Q4 		$1.01M Sell
17,053
-411
-2% -$23.8K 0.15% 137
2019
Q3 		$968K Sell
17,464
-1,904
-10% -$103K 0.2% 123
2019
Q2 		$1.01M Sell
19,368
-842
-4% -$43.4K 0.13% 131
2019
Q1 		$975K Buy
20,210
+774
+4% +$38.8K 0.22% 115
2018
Q4 		$886K Buy
+19,436
New +$1M 0.24% 101

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Wealth Management's USB Position: Q1 2026 in Review

Western Wealth Management increased its US Bancorp (USB) stake by 27% in Q1 2026, buying an estimated $549K and bringing the position to 47,219 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #242.

Western Wealth Management first reported a position in USB in Q4 2018 and has held it in 29 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Western Wealth Management held 47,219 shares of US Bancorp worth $2.46M as of Q1 2026.
  • Western Wealth Management bought 9,998 US Bancorp shares in Q1 2026, an estimated $549K.
  • US Bancorp made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Western Wealth Management first reported a position in US Bancorp in Q4 2018 and has held it in 29 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.