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Anchor Pointe Wealth Management’s US Bancorp USB Stock Holding History

Anchor Pointe 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
2024
Q4 		$304K Buy
+6,309
New +$310K 0.4% 51

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Anchor Pointe Wealth Management's USB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in US Bancorp (USB) in Q4 2024: 6,309 shares worth $304K. The stake represents 0.4% of the portfolio and ranks #51 among its holdings.

1,854 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Anchor Pointe Wealth Management held 6,309 shares of US Bancorp worth $304K as of Q4 2024.
  • US Bancorp was a new Anchor Pointe Wealth Management position in Q4 2024.
  • US Bancorp made up 0.4% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #51 holding.
  • 1,854 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.