B. Riley Wealth Management’s US Bancorp USB Stock Holding History

B. Riley 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
2022 Q2	$347	Buy	7,530 +3,003	+66%	+$150K	﹤0.01%	502
2022 Q1	$241K	Sell	4,527 -19	-0.4%	-$1.09K	0.02%	504
2021 Q4	$255K	Buy	4,546 +737	+19%	+$43.6K	0.02%	515
2021 Q3	$226K	Buy	+3,809	New	+$217K	0.02%	530
2020 Q2	–	Sell	-24,162	Closed	-$832K	–	553
2020 Q1	$832K	Sell	24,162 -2,555	-10%	-$123K	0.09%	197
2019 Q4	$1.58M	Sell	26,717 -485	-2%	-$28K	0.24%	98
2019 Q3	$1.5M	Sell	27,202 -343	-1%	-$18.5K	0.26%	88
2019 Q2	$1.44K	Sell	27,545 -322	-1%	-$16.6K	0.22%	90
2019 Q1	$1.34M	Sell	27,867 -70	-0.3%	-$3.51K	0.23%	96
2018 Q4	$1.28M	Buy	27,937 +292	+1%	+$15K	0.27%	85
2018 Q3	$1.46M	Buy	+27,645	New	+$1.46M	0.36%	64
2015 Q1	–	Sell	-265	Closed	-$11K	–	1100
2014 Q4	$11K	Hold	265	–	–	0.01%	719
2014 Q3	$11K	Sell	265 -7,070	-96%	-$299K	0.01%	748
2014 Q2	$317K	Buy	7,335 +576	+9%	+$24K	0.21%	137
2014 Q1	$290K	Buy	+6,759	New	+$278K	0.21%	130

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's USB Position: Q2 2022 in Review

B. Riley Wealth Management increased its US Bancorp (USB) stake by 66% in Q2 2022, buying an estimated $150K and bringing the position to 7,530 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #502.

B. Riley Wealth Management first reported a position in USB in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2019. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

B. Riley Wealth Management held 7,530 shares of US Bancorp worth $347 as of Q2 2022.
B. Riley Wealth Management bought 3,003 US Bancorp shares in Q2 2022, an estimated $150K.
US Bancorp made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #502 holding.
B. Riley Wealth Management first reported a position in US Bancorp in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's US Bancorp position peaked at $1.58M in Q4 2019.
1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.