David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  U.S. Bancorp (USB)
← All USB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.33 $30.47–40.45 · VW $34.27i SEC
2023   Q2 61,775 0.33 Add 22.45% 0.06 $27.27–39.89 · VW $35.61i $2,041,000 SEC
2023   Q1 50,450 0.31 Add 41.89% 0.09 $31.26–49.93 · VW $38.49i $1,818,000 SEC
2022   Q4 35,555 0.28 Reduce 3.40% <0.01 $40.57–49.95 · VW $46.77i $1,550,000 SEC
2022   Q3 36,805 0.28 Add 7.29% 0.02 $38.39–49.68 · VW $43.51i $1,483,000 SEC
2022   Q2 34,305 0.27 Add 1.48% <0.01 $43.75–53.37 · VW $48.11i $1,578,000 SEC
2022   Q1 33,805 0.25 Reduce 15.94% 0.05 $48.42–60.50 · VW $52.49i $1,796,000 SEC
2021   Q4 40,213 0.30 Reduce 0.74% <0.01 $53.68–63.57 · VW $58.48i $2,258,000 SEC
2021   Q3 40,513 0.34 Reduce 12.01% 0.05 $54.35–63.01 · VW $59.24i $2,408,000 SEC
2021   Q2 46,043 0.38 Reduce 8.90% 0.04 $54.06–62.47 · VW $57.36i $2,623,000 SEC
2021   Q1 50,543 0.43 Reduce 3.35% 0.01 $42.47–60.13 · VW $53.98i $2,795,000 SEC
2020   Q4 52,293 0.36 Reduce 0.95% <0.01 $38.47–50.93 · VW $44.08i $2,436,000 SEC
2020   Q3 52,793 0.30 $35.84 $1,892,000 SEC
2020   Q2 52,793 0.33 Add 0.48% <0.01 $28.36–44.26 · VW $36.49i $1,943,000 SEC
2020   Q1 52,543 0.34 Add 5.00% 0.02 $28.59–55.69 · VW $40.26i $1,810,000 SEC
2019   Q4 50,043 0.30 Reduce 1.22% <0.01 $52.87–61.11 · VW $55.73i $2,967,000 SEC
2019   Q3 50,663 0.25 Reduce 15.76% 0.04 $50.60–57.71 · VW $55.11i $2,803,000 SEC
2019   Q2 60,138 0.27 $52.40 $3,151,000 SEC
2019   Q1 60,138 0.21 $48.19 $2,898,000 SEC
2018   Q4 60,138 0.18 Reduce 11.09% 0.02 $43.14–55.35 · VW $49.88i $2,748,000 SEC
2018   Q3 67,638 0.18 $52.80 $3,571,000 SEC
2018   Q2 67,638 0.17 $50.02 $3,383,000 SEC
2018   Q1 67,638 0.16 Reduce 1.17% <0.01 $49.03–57.80 · VW $52.43i $3,415,000 SEC
2017   Q4 68,438 0.15 Reduce 6.71% <0.01 $51.14–58.50 · VW $55.59i $3,666,000 SEC
2017   Q3 73,363 0.13 Reduce 4.60% <0.01 $49.54–54.82 · VW $52.91i $3,931,000 SEC
2017   Q2 76,900 0.12 Reduce 0.97% <0.01 $50.10–53.71 · VW $52.20i $3,992,000 SEC
2017   Q1 77,650 0.10 Reduce 13.53% 0.01 $49.55–56.61 · VW $52.48i $3,998,000 SEC
2016   Q4 89,800 0.11 Reduce 7.59% <0.01 $43.83–53.14 · VW $49.87i $4,613,000 SEC
2016   Q3 97,175 0.09 Reduce 14.18% 0.01 $41.13–45.14 · VW $43.68i $4,167,000 SEC
2016   Q2 113,235 0.09 Reduce 0.46% <0.01 $38.48–43.23 · VW $41.29i $4,566,000 SEC
2016   Q1 113,760 0.08 Buy 0.08 $37.07–43.94 · VW $41.23i $4,617,000 SEC
2011   Q3 0 0.00 Sell 100.00% 6.02 $20.10–26.64 · VW $24.11i SEC
2011   Q2 1,452,420 6.02 Add 12.13% 0.65 $23.66–27.17 · VW $25.63i $37,762,000 SEC
2011   Q1 1,295,277 5.85 Add 14.11% 0.72 $24.71–28.94 · VW $26.49i $34,234,000 SEC
2010   Q4 1,135,114 5.62 Buy 5.62 $23.57–27.68 · VW $26.08i $30,614,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.82 $16.50–25.24 · VW $19.84i SEC
2001   Q2 48,790 0.82 Reduce 7.58% 0.07 $20.71–24.09 · VW $22.85i $1,111,000 SEC
2001   Q1 52,790 0.97 Buy 0.97 $18.49–24.38 · VW $21.35i $1,224,000 SEC
Price snapshot:
Current price$62.34
52-week low$41.79
52-week high$63.39