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Deane Retirement Strategies’s US Bancorp USB Stock Holding History

Deane Retirement Strategies’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 		– Sell
-72,169
Closed -$3.05M – 79
2025
Q1 		$3.05M Buy
72,169
+1,416
+2% +$65.3K 1.45% 24
2024
Q4 		$3.38M Buy
70,753
+667
+1% +$32.8K 1.7% 25
2024
Q3 		$3.2M Buy
+70,086
New +$3.07M 1.56% 24
2024
Q1 		– Sell
-48,412
Closed -$2.1M – 85
2023
Q4 		$2.1M Buy
+48,412
New +$1.77M 1.14% 28
2023
Q1 		– Sell
-42,024
Closed -$1.83M – 82
2022
Q4 		$1.83M Sell
42,024
-173
-0.4% -$7.4K 1.02% 31
2022
Q3 		$1.7M Buy
+42,197
New +$1.95M 1.04% 29
2020
Q2 		– Sell
-45,621
Closed -$1.57M – 69
2020
Q1 		$1.57M Buy
45,621
+13,286
+41% +$640K 1.16% 20
2019
Q4 		$1.92M Buy
+32,335
New +$1.87M 1.31% 19
2018
Q2 		– Sell
-37,678
Closed -$1.9M – 68
2018
Q1 		$1.9M Buy
37,678
+383
+1% +$21K 1.95% 14
2017
Q4 		$2M Buy
+37,295
New +$2.01M 1.86% 15
2016
Q2 		– Sell
-24,872
Closed -$1.01M – 52
2016
Q1 		$1.01M Sell
24,872
-3,565
-13% -$142K 0.94% 29
2015
Q4 		$1.21M Buy
28,437
+332
+1% +$14.2K 1.23% 25
2015
Q3 		$1.15M Buy
+28,105
New +$1.22M 1.12% 26

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

Deane Retirement Strategies's USB Position: Q2 2025 in Review

Deane Retirement Strategies sold out of US Bancorp (USB) in Q2 2025, closing a stake of 72,169 shares — an estimated $3.05M sold.

Deane Retirement Strategies first reported a position in USB in Q3 2015 and held it in 13 quarters. The position peaked at $3.38M in Q4 2024. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Deane Retirement Strategies reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 72,169 US Bancorp shares in Q2 2025, an estimated $3.05M.
  • Deane Retirement Strategies first reported a position in US Bancorp in Q3 2015 and held it in 13 quarters.
  • Deane Retirement Strategies's US Bancorp position peaked at $3.38M in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Deane Retirement Strategies's 13F filing for Q2 2025, filed 11 Jul 2025.