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Boston Financial Management’s US Bancorp USB Stock Holding History

Boston Financial 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
Q4 		$204K Buy
+4,273
New +$210K 0.01% 328
2023
Q3 		– Sell
-10,364
Closed -$342K – 313
2023
Q2 		$342K Buy
+10,364
New +$335K 0.01% 265
2020
Q1 		– Sell
-6,400
Closed -$379K – 276
2019
Q4 		$379K Sell
6,400
-10,609
-62% -$613K 0.02% 193
2019
Q3 		$941K Sell
17,009
-65
-0.4% -$3.51K 0.05% 137
2019
Q2 		$895K Sell
17,074
-310
-2% -$16K 0.05% 141
2019
Q1 		$838K Sell
17,384
-4,040
-19% -$203K 0.05% 147
2018
Q4 		$979K Sell
21,424
-3,244
-13% -$167K 0.07% 138
2018
Q3 		$1.3M Buy
+24,668
New +$1.31M 0.08% 146
2015
Q1 		– Sell
-6,366
Closed -$286K – 208
2014
Q4 		$286K Sell
6,366
-1,574
-20% -$67.7K 0.04% 182
2014
Q3 		$332K Hold
7,940
– – 0.04% 178
2014
Q2 		$344K Sell
7,940
-911
-10% -$38K 0.05% 179
2014
Q1 		$379K Sell
8,851
-892
-9% -$36.7K 0.05% 169
2013
Q4 		$394K Sell
9,743
-600
-6% -$23K 0.05% 170
2013
Q3 		$378K Sell
10,343
-3,382
-25% -$125K 0.06% 168
2013
Q2 		$496K Buy
+13,725
New +$471K 0.08% 159

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Boston Financial Management's USB Position: Q4 2024 in Review

Boston Financial Management opened a new position in US Bancorp (USB) in Q4 2024: 4,273 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Boston Financial Management previously reported a position in USB as recently as Q2 2023.

Boston Financial Management first reported a position in USB in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2018. 1,854 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Boston Financial Management held 4,273 shares of US Bancorp worth $204K as of Q4 2024.
  • US Bancorp was a new Boston Financial Management position in Q4 2024.
  • US Bancorp made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #328 holding.
  • Boston Financial Management first reported a position in US Bancorp in Q2 2013 and has held it in 15 quarters since.
  • Boston Financial Management's US Bancorp position peaked at $1.3M in Q3 2018.
  • 1,854 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.