BFO
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Boston Family Office’s US Bancorp USB Stock Holding History

Boston Family Office’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
Q4 		– Sell
-4,995
Closed -$241K – 319
2025
Q3 		$241K Hold
4,995
– – 0.02% 275
2025
Q2 		$226K Hold
4,995
– – 0.02% 271
2025
Q1 		$211K Hold
4,995
– – 0.01% 271
2024
Q4 		$239K Hold
4,995
– – 0.02% 252
2024
Q3 		$228K Sell
4,995
-111
-2% -$4.87K 0.02% 260
2024
Q2 		$203K Buy
5,106
+434
+9% +$17.7K 0.01% 260
2024
Q1 		$209K Sell
4,672
-2,144
-31% -$90.5K 0.02% 251
2023
Q4 		$295K Buy
6,816
+493
+8% +$18K 0.02% 224
2023
Q3 		$209K Buy
6,323
+129
+2% +$4.7K 0.02% 245
2023
Q2 		$204K Sell
6,194
-400
-6% -$12.9K 0.02% 251
2023
Q1 		$238K Sell
6,594
-459
-7% -$20.4K 0.02% 238
2022
Q4 		$308K Sell
7,053
-537
-7% -$23K 0.03% 227
2022
Q3 		$306K Hold
7,590
– – 0.03% 225
2022
Q2 		$349K Hold
7,590
– – 0.03% 221
2022
Q1 		$403K Hold
7,590
– – 0.03% 223
2021
Q4 		$426K Buy
7,590
+276
+4% +$16.3K 0.03% 224
2021
Q3 		$435K Hold
7,314
– – 0.03% 216
2021
Q2 		$417K Hold
7,314
– – 0.03% 217
2021
Q1 		$404K Buy
7,314
+472
+7% +$23.6K 0.03% 216
2020
Q4 		$319K Buy
+6,842
New +$290K 0.02% 228
2020
Q1 		– Sell
-3,481
Closed -$206K – 250
2019
Q4 		$206K Buy
+3,481
New +$201K 0.02% 248

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Boston Family Office's USB Position: Q4 2025 in Review

Boston Family Office sold out of US Bancorp (USB) in Q4 2025, closing a stake of 4,995 shares — an estimated $241K sold.

Boston Family Office first reported a position in USB in Q4 2019 and held it in 21 quarters. The position peaked at $435K in Q3 2021. 2,011 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Boston Family Office reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Boston Family Office sold 4,995 US Bancorp shares in Q4 2025, an estimated $241K.
  • Boston Family Office first reported a position in US Bancorp in Q4 2019 and held it in 21 quarters.
  • Boston Family Office's US Bancorp position peaked at $435K in Q3 2021.
  • 2,011 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.