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Bard Financial Services’s US Bancorp USB Stock Holding History

Bard Financial 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
Q3 		$2.77M Sell
57,369
-1,000
-2% -$47.3K 0.3% 76
2025
Q2 		$2.64M Sell
58,369
-1,975
-3% -$83K 0.32% 77
2025
Q1 		$2.55M Sell
60,344
-1,065
-2% -$49.1K 0.31% 73
2024
Q4 		$2.94M Sell
61,409
-1,500
-2% -$73.8K 0.35% 65
2024
Q3 		$2.88M Sell
62,909
-3,750
-6% -$164K 0.34% 66
2024
Q2 		$2.65M Sell
66,659
-1,750
-3% -$71.4K 0.27% 76
2024
Q1 		$3.06M Sell
68,409
-200
-0.3% -$8.44K 0.32% 72
2023
Q4 		$2.97M Sell
68,609
-1,035
-1% -$37.8K 0.33% 67
2023
Q3 		$2.3M Sell
69,644
-3,250
-4% -$118K 0.28% 75
2023
Q2 		$2.41M Buy
72,894
+3,775
+5% +$122K 0.18% 111
2023
Q1 		$2.49M Sell
69,119
-2,750
-4% -$122K 0.2% 101
2022
Q4 		$3.13M Sell
71,869
-1,585
-2% -$67.8K 0.27% 88
2022
Q3 		$2.96M Sell
73,454
-250
-0.3% -$11.6K 0.28% 87
2022
Q2 		$3.39M Sell
73,704
-725
-1% -$36.2K 0.31% 79
2022
Q1 		$3.96M Sell
74,429
-375
-0.5% -$21.5K 0.32% 77
2021
Q4 		$4.2M Sell
74,804
-800
-1% -$47.3K 0.34% 69
2021
Q3 		$4.49M Sell
75,604
-1,250
-2% -$71.2K 0.4% 66
2021
Q2 		$4.38M Sell
76,854
-1,000
-1% -$58.7K 0.39% 67
2021
Q1 		$4.31M Sell
77,854
-1,358
-2% -$67.8K 0.42% 68
2020
Q4 		$3.69M Buy
+79,212
New +$3.35M 0.37% 74

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

Bard Financial Services's USB Position: Q3 2025 in Review

Bard Financial Services reduced its US Bancorp (USB) stake by 1.7% in Q3 2025, selling an estimated $47.3K and leaving 57,369 shares worth $2.77M. The position accounts for 0.3% of the portfolio, ranked #76.

Bard Financial Services first reported a position in USB in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.49M in Q3 2021. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Bard Financial Services held 57,369 shares of US Bancorp worth $2.77M as of Q3 2025.
  • Bard Financial Services sold 1,000 US Bancorp shares in Q3 2025, an estimated $47.3K.
  • US Bancorp made up 0.3% of Bard Financial Services's portfolio in Q3 2025, its #76 holding.
  • Bard Financial Services first reported a position in US Bancorp in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's US Bancorp position peaked at $4.49M in Q3 2021.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.