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EnRich Financial Partners’s US Bancorp USB Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-3,325
Closed -$159K – 202
2024
Q4 		$159K Hold
3,325
– – 0.05% 65
2024
Q3 		$152K Hold
3,325
– – 0.05% 63
2024
Q2 		$132K Hold
3,325
– – 0.05% 63
2024
Q1 		$149K Buy
+3,325
New +$140K 0.06% 56

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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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

EnRich Financial Partners's USB Position: Q1 2025 in Review

EnRich Financial Partners sold out of US Bancorp (USB) in Q1 2025, closing a stake of 3,325 shares — an estimated $159K sold.

EnRich Financial Partners first reported a position in USB in Q1 2024 and held it in 4 quarters. The position peaked at $159K in Q4 2024. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • EnRich Financial Partners reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 3,325 US Bancorp shares in Q1 2025, an estimated $159K.
  • EnRich Financial Partners first reported a position in US Bancorp in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's US Bancorp position peaked at $159K in Q4 2024.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.