BWM
USB icon

BKM Wealth Management’s US Bancorp USB Stock Holding History

BKM Wealth Management’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
Q2 		– Sell
-413
Closed -$18.5K – 198
2024
Q1 		$18.5K Sell
413
-184
-31% -$7.76K 0.01% 196
2023
Q4 		$25.8K Buy
+597
New +$21.8K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BKM Wealth Management's USB Position: Q2 2024 in Review

BKM Wealth Management sold out of US Bancorp (USB) in Q2 2024, closing a stake of 413 shares — an estimated $18.5K sold.

BKM Wealth Management first reported a position in USB in Q4 2023 and held it in 2 quarters. The position peaked at $25.8K in Q4 2023. 1,675 funds tracked by Wall St. Rank hold USB as of Q2 2024.

  • BKM Wealth Management reported no remaining US Bancorp position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 413 US Bancorp shares in Q2 2024, an estimated $18.5K.
  • BKM Wealth Management first reported a position in US Bancorp in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's US Bancorp position peaked at $25.8K in Q4 2023.
  • 1,675 funds tracked by Wall St. Rank held US Bancorp as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.