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Briaud Financial Planning’s US Bancorp USB Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-250
Closed -$11K – 321
2025
Q2 		$11K Buy
250
+160
+178% +$6.73K ﹤0.01% 230
2025
Q1 		$3K Hold
90
– – ﹤0.01% 180
2024
Q4 		$4K Buy
+90
New +$4.43K ﹤0.01% 172

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Briaud Financial Planning's USB Position: Q3 2025 in Review

Briaud Financial Planning sold out of US Bancorp (USB) in Q3 2025, closing a stake of 250 shares — an estimated $11K sold.

Briaud Financial Planning first reported a position in USB in Q4 2024 and held it in 3 quarters. The position peaked at $11K in Q2 2025. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Briaud Financial Planning reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 250 US Bancorp shares in Q3 2025, an estimated $11K.
  • Briaud Financial Planning first reported a position in US Bancorp in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's US Bancorp position peaked at $11K in Q2 2025.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.