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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Atria Wealth Solutions's USB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its US Bancorp (USB) stake by 43% in Q2 2025, selling an estimated $1.04M and leaving 33,126 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #495.

Atria Wealth Solutions first reported a position in USB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.32M in Q4 2024. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Atria Wealth Solutions held 33,126 shares of US Bancorp worth $1.53M as of Q2 2025.
  • Atria Wealth Solutions sold 24,852 US Bancorp shares in Q2 2025, an estimated $1.04M.
  • US Bancorp made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #495 holding.
  • Atria Wealth Solutions first reported a position in US Bancorp in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's US Bancorp position peaked at $3.32M in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.