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BBJS Financial Advisors’s US Bancorp USB Stock Holding History

BBJS Financial Advisors’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
2024
Q3 		$6.91K Hold
151
– – ﹤0.01% 119
2024
Q2 		$6K Buy
151
+51
+51% +$2.08K ﹤0.01% 140
2024
Q1 		$4.47K Hold
100
– – ﹤0.01% 115
2023
Q4 		$4.33K Hold
100
– – ﹤0.01% 105
2023
Q3 		$3.31K Hold
100
– – ﹤0.01% 109
2023
Q2 		$3.3K Hold
100
– – ﹤0.01% 106
2023
Q1 		$3.6K Hold
100
– – ﹤0.01% 103
2022
Q4 		$4.36K Buy
+100
New +$4.28K ﹤0.01% 107

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BBJS Financial Advisors's USB Position: Q3 2024 in Review

BBJS Financial Advisors held its US Bancorp (USB) position steady in Q3 2024 at 151 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

BBJS Financial Advisors first reported a position in USB in Q4 2022 and has held it in 8 quarters since. 1,712 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • BBJS Financial Advisors held 151 shares of US Bancorp worth $6.91K as of Q3 2024.
  • BBJS Financial Advisors left its US Bancorp share count unchanged in Q3 2024.
  • US Bancorp made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #119 holding.
  • BBJS Financial Advisors first reported a position in US Bancorp in Q4 2022 and has held it in 8 quarters since.
  • 1,712 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.