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Bellwether Advisors’s US Bancorp USB Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1,981
Closed -$89.6K – 541
2025
Q2 		$89.6K Hold
1,981
– – 0.02% 181
2025
Q1 		$83.6K Hold
1,981
– – 0.02% 188
2024
Q4 		$94.8K Buy
+1,981
New +$97.5K 0.02% 190
2023
Q2 		– Sell
-1,981
Closed -$71.4K – 427
2023
Q1 		$71.4K Hold
1,981
– – 0.02% 169
2022
Q4 		$86.4K Sell
1,981
-291
-13% -$12.5K 0.03% 161
2022
Q3 		$91K Sell
2,272
-925
-29% -$42.8K 0.03% 127
2022
Q2 		$147K Sell
3,197
-165
-5% -$8.24K 0.05% 122
2022
Q1 		$178K Hold
3,362
– – 0.05% 137
2021
Q4 		$188K Hold
3,362
– – 0.06% 125
2021
Q3 		$199K Buy
3,362
+736
+28% +$41.9K 0.07% 146
2021
Q2 		$149K Hold
2,626
– – 0.05% 138
2021
Q1 		$145K Buy
2,626
+206
+9% +$10.3K 0.06% 124
2020
Q4 		$112K Buy
+2,420
New +$102K 0.05% 124

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

Bellwether Advisors's USB Position: Q3 2025 in Review

Bellwether Advisors sold out of US Bancorp (USB) in Q3 2025, closing a stake of 1,981 shares — an estimated $89.6K sold.

Bellwether Advisors first reported a position in USB in Q4 2020 and held it in 13 quarters. The position peaked at $199K in Q3 2021. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Bellwether Advisors reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,981 US Bancorp shares in Q3 2025, an estimated $89.6K.
  • Bellwether Advisors first reported a position in US Bancorp in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's US Bancorp position peaked at $199K in Q3 2021.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.