Burling Wealth Partners’s US Bancorp USB Stock Holding History

Burling Wealth Partners’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 Q1	–	Sell	-4,433	Closed	-$212K	–	167
2024 Q4	$212K	Buy	+4,433	New	+$218K	0.04%	160

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

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

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

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

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

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

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

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

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

Burling Wealth Partners's USB Position: Q1 2025 in Review

Burling Wealth Partners sold out of US Bancorp (USB) in Q1 2025, closing a stake of 4,433 shares — an estimated $212K sold.

Burling Wealth Partners first reported a position in USB in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

Burling Wealth Partners reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
Burling Wealth Partners sold 4,433 US Bancorp shares in Q1 2025, an estimated $212K.
Burling Wealth Partners first reported a position in US Bancorp in Q4 2024 and held it in 1 quarter.
Burling Wealth Partners's US Bancorp position peaked at $212K in Q4 2024.
1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Burling Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.