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Delta Investment Management’s US Bancorp USB Stock Holding History

Delta 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
Q4 		– Sell
-6,594
Closed -$319K – 304
2025
Q3 		$319K Buy
+6,594
New +$312K 0.06% 201

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Delta Investment Management's USB Position: Q4 2025 in Review

Delta Investment Management sold out of US Bancorp (USB) in Q4 2025, closing a stake of 6,594 shares — an estimated $319K sold.

Delta Investment Management first reported a position in USB in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 2,012 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Delta Investment Management reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Delta Investment Management sold 6,594 US Bancorp shares in Q4 2025, an estimated $319K.
  • Delta Investment Management first reported a position in US Bancorp in Q3 2025 and held it in 1 quarter.
  • Delta Investment Management's US Bancorp position peaked at $319K in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Delta Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.