Advisor Resource Council’s US Bancorp USB Stock Holding History

Advisor Resource Council’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
2024 Q1	–	Sell	-5,806	Closed	-$251K	–	511
2023 Q4	$251K	Buy	+5,806	New	+$212K	0.03%	384

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Advisor Resource Council's USB Position: Q1 2024 in Review

Advisor Resource Council sold out of US Bancorp (USB) in Q1 2024, closing a stake of 5,806 shares — an estimated $251K sold.

Advisor Resource Council first reported a position in USB in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

Advisor Resource Council reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
Advisor Resource Council sold 5,806 US Bancorp shares in Q1 2024, an estimated $251K.
Advisor Resource Council first reported a position in US Bancorp in Q4 2023 and held it in 1 quarter.
Advisor Resource Council's US Bancorp position peaked at $251K in Q4 2023.
1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.