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Dynasty Wealth Management’s US Bancorp USB Stock Holding History

Dynasty 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
Q3 		– Sell
-8,500
Closed -$385K – 352
2025
Q2 		$385K Sell
8,500
-804
-9% -$33.8K 0.01% 198
2025
Q1 		$393K Buy
9,304
+294
+3% +$13.6K 0.01% 211
2024
Q4 		$431K Buy
9,010
+2,326
+35% +$114K 0.01% 211
2024
Q3 		$306K Sell
6,684
-159
-2% -$6.97K 0.01% 198
2024
Q2 		$272K Buy
6,843
+321
+5% +$13.1K 0.01% 221
2024
Q1 		$292K Buy
+6,522
New +$275K 0.01% 227

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

Dynasty Wealth Management's USB Position: Q3 2025 in Review

Dynasty Wealth Management sold out of US Bancorp (USB) in Q3 2025, closing a stake of 8,500 shares — an estimated $385K sold.

Dynasty Wealth Management first reported a position in USB in Q1 2024 and held it in 6 quarters. The position peaked at $431K in Q4 2024. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Dynasty Wealth Management reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 8,500 US Bancorp shares in Q3 2025, an estimated $385K.
  • Dynasty Wealth Management first reported a position in US Bancorp in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's US Bancorp position peaked at $431K in Q4 2024.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.