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Atria Wealth Solutions’s US Bancorp USB Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.53M Sell
33,126
-24,852
-43% -$1.04M 0.03% 495
2025
Q1 		$2.46M Sell
57,978
-11,182
-16% -$516K 0.03% 559
2024
Q4 		$3.32M Buy
69,160
+13,396
+24% +$659K 0.04% 476
2024
Q3 		$2.56M Sell
55,764
-3,553
-6% -$156K 0.03% 541
2024
Q2 		$2.37M Sell
59,317
-7,742
-12% -$316K 0.03% 575
2024
Q1 		$3.03M Buy
67,059
+5,815
+9% +$245K 0.03% 494
2023
Q4 		$2.66M Buy
61,244
+8,750
+17% +$320K 0.03% 511
2023
Q3 		$1.74M Buy
52,494
+2,149
+4% +$78.3K 0.02% 610
2023
Q2 		$1.67M Buy
50,345
+7,932
+19% +$256K 0.02% 631
2023
Q1 		$1.55M Buy
42,413
+2,644
+7% +$118K 0.02% 635
2022
Q4 		$1.74M Buy
39,769
+2,061
+5% +$88.2K 0.03% 563
2022
Q3 		$1.52M Buy
37,708
+26,708
+243% +$1.24M 0.03% 576
2022
Q2 		$506K Sell
11,000
-15,484
-58% -$773K 0.01% 967
2022
Q1 		$1.42M Buy
+26,484
New +$1.52M 0.02% 595

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State Street
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MB
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JP Morgan Chase
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Geode Capital Management
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Morgan Stanley
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return