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Whipplewood Advisors’s US Bancorp USB Stock Holding History

Whipplewood 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 		$1.93K Sell
32
-5,936
-99% -$333K ﹤0.01% 430
2026
Q1 		$310K Sell
5,968
-224
-4% -$12.3K 0.16% 107
2025
Q4 		$330K Buy
6,192
+857
+16% +$42.2K 0.21% 99
2025
Q3 		$258K Sell
5,335
-1,820
-25% -$86.1K 0.17% 109
2025
Q2 		$324K Sell
7,155
-159
-2% -$6.68K 0.18% 121
2025
Q1 		$320K Sell
7,314
-245
-3% -$11.3K 0.19% 113
2024
Q4 		$362K Buy
+7,559
New +$372K 0.21% 109

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's USB Position: Q2 2026 in Review

Whipplewood Advisors reduced its US Bancorp (USB) stake by 99% in Q2 2026, selling an estimated $333K and leaving 32 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Whipplewood Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Whipplewood Advisors held 32 shares of US Bancorp worth $1.93K as of Q2 2026.
  • Whipplewood Advisors sold 5,936 US Bancorp shares in Q2 2026, an estimated $333K.
  • US Bancorp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #430 holding.
  • Whipplewood Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's US Bancorp position peaked at $362K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.