Bolthouse Investments’s US Bancorp USB Stock Holding History

Bolthouse Investments’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 Q2	–	Sell	-8,525	Closed	-$360K	–	77
2025 Q1	$360K	Hold	8,525	–	–	0.38%	52
2024 Q4	$408K	Buy	+8,525	New	+$419K	0.38%	56

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bolthouse Investments's USB Position: Q2 2025 in Review

Bolthouse Investments sold out of US Bancorp (USB) in Q2 2025, closing a stake of 8,525 shares — an estimated $360K sold.

Bolthouse Investments first reported a position in USB in Q4 2024 and held it in 2 quarters. The position peaked at $408K in Q4 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Bolthouse Investments reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
Bolthouse Investments sold 8,525 US Bancorp shares in Q2 2025, an estimated $360K.
Bolthouse Investments first reported a position in US Bancorp in Q4 2024 and held it in 2 quarters.
Bolthouse Investments's US Bancorp position peaked at $408K in Q4 2024.
1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Bolthouse Investments's 13F filing for Q2 2025, filed 1 Aug 2025.