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Bison Wealth’s US Bancorp USB Stock Holding History

Bison Wealth’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 		– Sell
-100
Closed -$5K – 367
2022
Q1 		$5K Buy
+100
New +$5.75K ﹤0.01% 344

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
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

Bison Wealth's USB Position: Q4 2024 in Review

Bison Wealth reduced its US Bancorp (USB) stake by 48% in Q4 2024, selling an estimated $300K and leaving 6,579 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #221.

Bison Wealth first reported a position in USB in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.3M in Q4 2014. 1,850 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Bison Wealth held 6,579 shares of US Bancorp worth $315K as of Q4 2024.
  • Bison Wealth sold 6,104 US Bancorp shares in Q4 2024, an estimated $300K.
  • US Bancorp made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #221 holding.
  • Bison Wealth first reported a position in US Bancorp in Q4 2014 and has held it in 25 quarters since.
  • Bison Wealth's US Bancorp position peaked at $1.3M in Q4 2014.
  • 1,850 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.