CCA
USB icon

Criterion Capital Advisors’s US Bancorp USB Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$144K Hold
3,618
– – 0.09% 83
2024
Q3 		$144K Hold
3,618
– – 0.09% 83
2024
Q2 		$144K Buy
3,618
+25
+0.7% +$1.02K 0.09% 83
2024
Q1 		$161K Sell
3,593
-171
-5% -$7.22K 0.11% 81
2023
Q4 		$163K Buy
+3,764
New +$138K 0.12% 82

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Criterion Capital Advisors's USB Position: Q4 2024 in Review

Criterion Capital Advisors held its US Bancorp (USB) position steady in Q4 2024 at 3,618 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #83.

Criterion Capital Advisors first reported a position in USB in Q4 2023 and has held it in 5 quarters since. The position peaked at $163K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Criterion Capital Advisors held 3,618 shares of US Bancorp worth $144K as of Q4 2024.
  • Criterion Capital Advisors left its US Bancorp share count unchanged in Q4 2024.
  • US Bancorp made up 0.09% of Criterion Capital Advisors's portfolio in Q4 2024, its #83 holding.
  • Criterion Capital Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's US Bancorp position peaked at $163K in Q4 2023.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.