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Westover Capital Advisors’s US Bancorp USB Stock Holding History

Westover Capital 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 		$453K Hold
7,500
– – 0.08% 166
2026
Q1 		$390K Buy
7,500
+3,500
+88% +$192K 0.07% 172
2025
Q4 		$213K Buy
+4,000
New +$197K 0.04% 224
2020
Q1 		– Sell
-4,000
Closed -$237K – 148
2019
Q4 		$237K Hold
4,000
– – 0.11% 124
2019
Q3 		$221K Hold
4,000
– – 0.1% 127
2019
Q2 		$210K Buy
+4,000
New +$206K 0.1% 129

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westover Capital Advisors's USB Position: Q2 2026 in Review

Westover Capital Advisors held its US Bancorp (USB) position steady in Q2 2026 at 7,500 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #166.

Westover Capital Advisors first reported a position in USB in Q2 2019 and has held it in 6 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Westover Capital Advisors held 7,500 shares of US Bancorp worth $453K as of Q2 2026.
  • Westover Capital Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #166 holding.
  • Westover Capital Advisors first reported a position in US Bancorp in Q2 2019 and has held it in 6 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.