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Capital A Wealth Management’s US Bancorp USB Stock Holding History

Capital A Wealth 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
2025
Q2 		$37.9K Buy
876
+833
+1,937% +$35K 0.42% 75
2025
Q1 		$1.81K Buy
43
+8
+23% +$369 ﹤0.01% 479
2024
Q4 		$1.67K Buy
+35
New +$1.72K ﹤0.01% 498

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital A Wealth Management's USB Position: Q2 2025 in Review

Capital A Wealth Management increased its US Bancorp (USB) stake by 1,937% in Q2 2025, buying an estimated $35K and bringing the position to 876 shares worth $37.9K. The position accounts for 0.42% of the portfolio, ranked #75.

Capital A Wealth Management first reported a position in USB in Q4 2024 and has held it in 3 quarters since. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Capital A Wealth Management held 876 shares of US Bancorp worth $37.9K as of Q2 2025.
  • Capital A Wealth Management bought 833 US Bancorp shares in Q2 2025, an estimated $35K.
  • US Bancorp made up 0.42% of Capital A Wealth Management's portfolio in Q2 2025, its #75 holding.
  • Capital A Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 3 quarters since.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.