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Contravisory Investment Management’s US Bancorp USB Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-7
Closed -$317 – 425
2025
Q2 		$317 Sell
7
-74
-91% -$3.11K ﹤0.01% 370
2025
Q1 		$3.42K Hold
81
– – ﹤0.01% 351
2024
Q4 		$3.87K Buy
+81
New +$3.98K ﹤0.01% 341
2023
Q2 		– Sell
-155
Closed -$5.59K – 378
2023
Q1 		$5.59K Hold
155
– – ﹤0.01% 305
2022
Q4 		$6.76K Hold
155
– – ﹤0.01% 265
2022
Q3 		$6K Hold
155
– – ﹤0.01% 269
2022
Q2 		$7K Hold
155
– – ﹤0.01% 263
2022
Q1 		$8K Sell
155
-6,702
-98% -$385K ﹤0.01% 270
2021
Q4 		$385K Buy
6,857
+1,084
+19% +$64.1K 0.1% 152
2021
Q3 		$343K Buy
5,773
+376
+7% +$21.4K 0.1% 142
2021
Q2 		$307K Hold
5,397
– – 0.09% 151
2021
Q1 		$299K Buy
5,397
+5,242
+3,382% +$262K 0.09% 132
2020
Q4 		$7K Hold
155
– – ﹤0.01% 232
2020
Q3 		$6K Hold
155
– – ﹤0.01% 228
2020
Q2 		$6K Hold
155
– – ﹤0.01% 231
2020
Q1 		$5K Hold
155
– – ﹤0.01% 253
2019
Q4 		$9K Hold
155
– – ﹤0.01% 245
2019
Q3 		$9K Hold
155
– – ﹤0.01% 251
2019
Q2 		$8K Sell
155
-963
-86% -$49.6K ﹤0.01% 248
2019
Q1 		$54K Hold
1,118
– – 0.02% 211
2018
Q4 		$51K Buy
1,118
+963
+621% +$49.6K 0.02% 195
2018
Q3 		$8K Hold
155
– – ﹤0.01% 244
2018
Q2 		$8K Hold
155
– – ﹤0.01% 277
2018
Q1 		$8K Hold
155
– – ﹤0.01% 276
2017
Q4 		$8K Sell
155
-275
-64% -$14.8K ﹤0.01% 275
2017
Q3 		$23K Buy
+430
New +$22.5K 0.01% 224
2016
Q3 		– Sell
-47
Closed -$2K – 325
2016
Q2 		$2K Hold
47
– – ﹤0.01% 197
2016
Q1 		$2K Hold
47
– – ﹤0.01% 186
2015
Q4 		$2K Buy
+47
New +$2.01K ﹤0.01% 194

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

Contravisory Investment Management's USB Position: Q3 2025 in Review

Contravisory Investment Management sold out of US Bancorp (USB) in Q3 2025, closing a stake of 7 shares — an estimated $317 sold.

Contravisory Investment Management first reported a position in USB in Q4 2015 and held it in 29 quarters. The position peaked at $385K in Q4 2021. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Contravisory Investment Management reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 7 US Bancorp shares in Q3 2025, an estimated $317.
  • Contravisory Investment Management first reported a position in US Bancorp in Q4 2015 and held it in 29 quarters.
  • Contravisory Investment Management's US Bancorp position peaked at $385K in Q4 2021.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.