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Adero Partners’s US Bancorp USB Stock Holding History

Adero Partners’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
Q1 		$337K Buy
7,992
+111
+1% +$5.12K 0.02% 162
2024
Q4 		$377K Buy
+7,881
New +$388K 0.02% 146

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Adero Partners's USB Position: Q1 2025 in Review

Adero Partners increased its US Bancorp (USB) stake by 1.4% in Q1 2025, buying an estimated $5.12K and bringing the position to 7,992 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #162.

Adero Partners first reported a position in USB in Q4 2024 and has held it in 2 quarters since. The position peaked at $377K in Q4 2024. 1,820 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Adero Partners held 7,992 shares of US Bancorp worth $337K as of Q1 2025.
  • Adero Partners bought 111 US Bancorp shares in Q1 2025, an estimated $5.12K.
  • US Bancorp made up 0.02% of Adero Partners's portfolio in Q1 2025, its #162 holding.
  • Adero Partners first reported a position in US Bancorp in Q4 2024 and has held it in 2 quarters since.
  • Adero Partners's US Bancorp position peaked at $377K in Q4 2024.
  • 1,820 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.