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World Investment Advisors’s US Bancorp USB Stock Holding History

World Investment 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 		$2.96M Sell
56,433
-926
-2% -$51.9K 0.05% 380
2026
Q1 		$2.98M Sell
57,359
-4,770
-8% -$262K 0.05% 380
2025
Q4 		$3.32M Buy
62,129
+5,171
+9% +$254K 0.05% 349
2025
Q3 		$2.75M Sell
56,958
-2,540
-4% -$120K 0.06% 338
2025
Q2 		$2.69M Sell
59,498
-16,057
-21% -$675K 0.06% 326
2025
Q1 		$3.19M Buy
75,555
+9,010
+14% +$416K 0.08% 273
2024
Q4 		$3.18M Buy
66,545
+13,926
+26% +$685K 0.09% 261
2024
Q3 		$2.41M Buy
52,619
+2,988
+6% +$131K 0.08% 270
2024
Q2 		$1.97M Buy
49,631
+23,672
+91% +$965K 0.12% 166
2024
Q1 		$1.25M Sell
25,959
-3,300
-11% -$139K 0.18% 118
2023
Q4 		$1.27M Buy
+29,259
New +$1.07M 0.16% 122
2019
Q3 		– Sell
-326,623
Closed -$448K – 162
2019
Q2 		$448K Buy
+326,623
New +$16.8M 0.2% 65

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

World Investment Advisors's USB Position: Q2 2026 in Review

World Investment Advisors reduced its US Bancorp (USB) stake by 1.6% in Q2 2026, selling an estimated $51.9K and leaving 56,433 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #380.

World Investment Advisors first reported a position in USB in Q2 2019 and has held it in 12 quarters since. The position peaked at $3.32M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • World Investment Advisors held 56,433 shares of US Bancorp worth $2.96M as of Q2 2026.
  • World Investment Advisors sold 926 US Bancorp shares in Q2 2026, an estimated $51.9K.
  • US Bancorp made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #380 holding.
  • World Investment Advisors first reported a position in US Bancorp in Q2 2019 and has held it in 12 quarters since.
  • World Investment Advisors's US Bancorp position peaked at $3.32M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.