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Congress Wealth Management’s US Bancorp USB Stock Holding History

Congress 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 		$5.43M Buy
119,983
+47,201
+65% +$1.98M 0.05% 365
2025
Q1 		$3.07M Sell
72,782
-6,245
-8% -$288K 0.04% 408
2024
Q4 		$3.78M Sell
79,027
-31,027
-28% -$1.53M 0.05% 322
2024
Q3 		$5.03M Buy
110,054
+45,993
+72% +$2.02M 0.07% 293
2024
Q2 		$2.54M Buy
64,061
+46,032
+255% +$1.88M 0.04% 325
2024
Q1 		$806K Buy
18,029
+6,683
+59% +$282K 0.01% 393
2023
Q4 		$491K Buy
+11,346
New +$415K 0.01% 467

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 $3.37T AUM 44.26% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Congress Wealth Management's USB Position: Q2 2025 in Review

Congress Wealth Management increased its US Bancorp (USB) stake by 65% in Q2 2025, buying an estimated $1.98M and bringing the position to 119,983 shares worth $5.43M. The position accounts for 0.05% of the portfolio, ranked #365.

Congress Wealth Management first reported a position in USB in Q4 2023 and has held it in 7 quarters since. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Congress Wealth Management held 119,983 shares of US Bancorp worth $5.43M as of Q2 2025.
  • Congress Wealth Management bought 47,201 US Bancorp shares in Q2 2025, an estimated $1.98M.
  • US Bancorp made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #365 holding.
  • Congress Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 7 quarters since.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.