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Accredited Wealth Management’s US Bancorp USB Stock Holding History

Accredited 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
2025
Q3 		$65.7K Sell
100
-1,245
-93% -$58.9K 0.05% 126
2025
Q2 		$61.5K Hold
1,345
– – 0.05% 127
2025
Q1 		$57.5K Sell
1,345
-100
-7% -$4.61K 0.05% 117
2024
Q4 		$69.8K Buy
+1,445
New +$71.1K 0.06% 121

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Accredited Wealth Management's USB Position: Q3 2025 in Review

Accredited Wealth Management reduced its US Bancorp (USB) stake by 93% in Q3 2025, selling an estimated $58.9K and leaving 100 shares worth $65.7K. The position accounts for 0.05% of the portfolio, ranked #126.

Accredited Wealth Management first reported a position in USB in Q4 2024 and has held it in 4 quarters since. The position peaked at $69.8K in Q4 2024. 1,867 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Accredited Wealth Management held 100 shares of US Bancorp worth $65.7K as of Q3 2025.
  • Accredited Wealth Management sold 1,245 US Bancorp shares in Q3 2025, an estimated $58.9K.
  • US Bancorp made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #126 holding.
  • Accredited Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's US Bancorp position peaked at $69.8K in Q4 2024.
  • 1,867 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.