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Bivin & Associates’s US Bancorp USB Stock Holding History

Bivin & Associates’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 		$9K Hold
206
– – 0.01% 180
2022
Q1 		$11K Hold
206
– – 0.01% 176
2021
Q4 		$12K Buy
+206
New +$12.2K 0.01% 175

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bivin & Associates's USB Position: Q2 2022 in Review

Bivin & Associates held its US Bancorp (USB) position steady in Q2 2022 at 206 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #180.

Bivin & Associates first reported a position in USB in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Bivin & Associates held 206 shares of US Bancorp worth $9K as of Q2 2022.
  • Bivin & Associates left its US Bancorp share count unchanged in Q2 2022.
  • US Bancorp made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #180 holding.
  • Bivin & Associates first reported a position in US Bancorp in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's US Bancorp position peaked at $12K in Q4 2021.
  • 1,685 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.