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Atticus Wealth Management’s US Bancorp USB Stock Holding History

Atticus 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
2025
Q3 		– Sell
-36
Closed -$1.63K – 613
2025
Q2 		$1.63K Buy
+36
New +$1.51K ﹤0.01% 578
2023
Q2 		– Sell
-77
Closed -$2.78K – 616
2023
Q1 		$2.78K Sell
77
-894
-92% -$39.8K ﹤0.01% 459
2022
Q4 		$42.6K Sell
971
-234
-19% -$10K 0.02% 270
2022
Q3 		$55K Hold
1,205
– – 0.03% 223
2022
Q2 		$56K Sell
1,205
-290
-19% -$14.5K 0.02% 242
2022
Q1 		$79K Buy
1,495
+847
+131% +$48.7K 0.03% 217
2021
Q4 		$36K Buy
+648
New +$38.3K 0.01% 264
2021
Q1 		– Sell
-1
Closed – – 367
2020
Q4 		$0 Buy
+1
New +$42 ﹤0.01% 346
2020
Q3 		– Sell
-142
Closed -$5K – 324
2020
Q2 		$5K Hold
142
– – ﹤0.01% 270
2020
Q1 		$5K Sell
142
-10
-7% -$482 ﹤0.01% 256
2019
Q4 		$9K Buy
+152
New +$8.79K 0.01% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Atticus Wealth Management's USB Position: Q3 2025 in Review

Atticus Wealth Management sold out of US Bancorp (USB) in Q3 2025, closing a stake of 36 shares — an estimated $1.63K sold.

Atticus Wealth Management first reported a position in USB in Q4 2019 and held it in 11 quarters. The position peaked at $79K in Q1 2022. 1,871 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Atticus Wealth Management reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 36 US Bancorp shares in Q3 2025, an estimated $1.63K.
  • Atticus Wealth Management first reported a position in US Bancorp in Q4 2019 and held it in 11 quarters.
  • Atticus Wealth Management's US Bancorp position peaked at $79K in Q1 2022.
  • 1,871 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.