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Avantax Advisory Services’s US Bancorp USB Stock Holding History

Avantax Advisory Services’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 		$6.93M Buy
153,221
+5,471
+4% +$230K 0.04% 350
2025
Q1 		$6.24M Buy
147,750
+6,345
+4% +$293K 0.04% 348
2024
Q4 		$6.76M Sell
141,405
-13,111
-8% -$645K 0.04% 316
2024
Q3 		$7.07M Buy
154,516
+8,716
+6% +$382K 0.05% 310
2024
Q2 		$5.79M Buy
145,800
+40,522
+38% +$1.65M 0.04% 332
2024
Q1 		$4.71M Sell
105,278
-2,682
-2% -$113K 0.04% 319
2023
Q4 		$4.67M Buy
107,960
+7,829
+8% +$286K 0.05% 294
2023
Q3 		$3.31M Buy
100,131
+15,260
+18% +$556K 0.04% 337
2023
Q2 		$2.8M Buy
84,871
+21,232
+33% +$686K 0.03% 369
2023
Q1 		$2.29M Buy
63,639
+11,560
+22% +$515K 0.03% 405
2022
Q4 		$2.27M Buy
52,079
+5,277
+11% +$226K 0.03% 382
2022
Q3 		$1.89M Buy
46,802
+5,753
+14% +$266K 0.03% 390
2022
Q2 		$1.89M Buy
41,049
+6,333
+18% +$316K 0.03% 390
2022
Q1 		$1.84M Buy
34,716
+3,715
+12% +$213K 0.03% 394
2021
Q4 		$1.74M Buy
31,001
+2,072
+7% +$123K 0.03% 390
2021
Q3 		$1.72M Sell
28,929
-6,297
-18% -$359K 0.03% 371
2021
Q2 		$2.01M Buy
35,226
+771
+2% +$45.2K 0.04% 323
2021
Q1 		$1.91M Buy
34,455
+3,096
+10% +$155K 0.04% 295
2020
Q4 		$1.47M Sell
31,359
-19,647
-39% -$831K 0.03% 320
2020
Q3 		$1.84M Buy
51,006
+20,811
+69% +$762K 0.03% 379
2020
Q2 		$1.11M Buy
30,195
+2,583
+9% +$92K 0.03% 321
2020
Q1 		$950K Buy
27,612
+10,226
+59% +$493K 0.03% 313
2019
Q4 		$1.03M Buy
17,386
+813
+5% +$47K 0.02% 332
2019
Q3 		$921K Buy
16,573
+742
+5% +$40.1K 0.04% 225
2019
Q2 		$830K Buy
15,831
+334
+2% +$17.2K 0.04% 219
2019
Q1 		$747K Buy
15,497
+442
+3% +$22.2K 0.04% 222
2018
Q4 		$693K Buy
+15,055
New +$775K 0.12% 175

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Avantax Advisory Services's USB Position: Q2 2025 in Review

Avantax Advisory Services increased its US Bancorp (USB) stake by 3.7% in Q2 2025, buying an estimated $230K and bringing the position to 153,221 shares worth $6.93M. The position accounts for 0.04% of the portfolio, ranked #350.

Avantax Advisory Services first reported a position in USB in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.07M in Q3 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Avantax Advisory Services held 153,221 shares of US Bancorp worth $6.93M as of Q2 2025.
  • Avantax Advisory Services bought 5,471 US Bancorp shares in Q2 2025, an estimated $230K.
  • US Bancorp made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #350 holding.
  • Avantax Advisory Services first reported a position in US Bancorp in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's US Bancorp position peaked at $7.07M in Q3 2024.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.