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Cardinal Strategic Wealth Guidance’s US Bancorp USB Stock Holding History

Cardinal Strategic Wealth Guidance’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
-4,617
Closed -$221K – 79
2024
Q4 		$221K Buy
+4,617
New +$227K 0.07% 63
2022
Q2 		– Sell
-4,598
Closed -$250K – 101
2022
Q1 		$250K Hold
4,598
– – 0.11% 61
2021
Q4 		$258K Hold
4,598
– – 0.12% 65
2021
Q3 		$273K Sell
4,598
-700
-13% -$39.9K 0.14% 60
2021
Q2 		$301K Sell
5,298
-156
-3% -$9.15K 0.16% 58
2021
Q1 		$303K Sell
5,454
-92
-2% -$4.59K 0.18% 54
2020
Q4 		$257K Sell
5,546
-79
-1% -$3.34K 0.15% 49
2020
Q3 		$200K Sell
5,625
-314
-5% -$11.5K 0.14% 51
2020
Q2 		$217K Sell
5,939
-2,214
-27% -$78.9K 0.16% 50
2020
Q1 		$284K Sell
8,153
-4,288
-34% -$207K 0.26% 41
2019
Q4 		$737K Buy
+12,441
New +$719K 0.63% 29

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

Cardinal Strategic Wealth Guidance's USB Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of US Bancorp (USB) in Q1 2025, closing a stake of 4,617 shares — an estimated $221K sold.

Cardinal Strategic Wealth Guidance first reported a position in USB in Q4 2019 and held it in 11 quarters. The position peaked at $737K in Q4 2019. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 4,617 US Bancorp shares in Q1 2025, an estimated $221K.
  • Cardinal Strategic Wealth Guidance first reported a position in US Bancorp in Q4 2019 and held it in 11 quarters.
  • Cardinal Strategic Wealth Guidance's US Bancorp position peaked at $737K in Q4 2019.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.