Financial Advocates Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-18,038
| Closed | -$816K | – | 571 |
|
|
2025
Q2 | $816K | Sell |
18,038
-13,362
| -43% | -$562K | 0.07% | 262 |
|
|
2025
Q1 | $1.33M | Sell |
31,400
-75
| -0.2% | -$3.46K | 0.09% | 220 |
|
|
2024
Q4 | $1.51M | Sell |
31,475
-1,727
| -5% | -$85K | 0.09% | 218 |
|
|
2024
Q3 | $1.52M | Sell |
33,202
-21
| -0.1% | -$921 | 0.09% | 221 |
|
|
2024
Q2 | $1.32M | Sell |
33,223
-85
| -0.3% | -$3.47K | 0.08% | 231 |
|
|
2024
Q1 | $1.49M | Buy |
33,308
+659
| +2% | +$27.8K | 0.09% | 227 |
|
|
2023
Q4 | $1.41M | Buy |
32,649
+2,802
| +9% | +$102K | 0.09% | 218 |
|
|
2023
Q3 | $987K | Buy |
29,847
+640
| +2% | +$23.3K | 0.07% | 273 |
|
|
2023
Q2 | $965K | Buy |
29,207
+1,472
| +5% | +$47.6K | 0.07% | 274 |
|
|
2023
Q1 | $1,000K | Buy |
27,735
+4,039
| +17% | +$180K | 0.07% | 290 |
|
|
2022
Q4 | $1.03M | Buy |
23,696
+888
| +4% | +$38K | 0.08% | 279 |
|
|
2022
Q3 | $919K | Buy |
22,808
+3,335
| +17% | +$154K | 0.08% | 269 |
|
|
2022
Q2 | $896K | Buy |
19,473
+6,223
| +47% | +$311K | 0.07% | 281 |
|
|
2022
Q1 | $704K | Sell |
13,250
-38,166
| -74% | -$2.19M | 0.05% | 369 |
|
|
2021
Q4 | $2.57M | Buy |
51,416
+41,543
| +421% | +$2.46M | 0.16% | 151 |
|
|
2021
Q3 | $587K | Buy |
9,873
+353
| +4% | +$20.1K | 0.04% | 448 |
|
|
2021
Q2 | $542K | Sell |
9,520
-1,335
| -12% | -$78.3K | 0.04% | 464 |
|
|
2021
Q1 | $679K | Buy |
10,855
+40
| +0.4% | +$2K | 0.05% | 407 |
|
|
2020
Q4 | $504K | Buy |
10,815
+568
| +6% | +$24K | 0.03% | 447 |
|
|
2020
Q3 | $367K | Sell |
10,247
-443
| -4% | -$16.2K | 0.03% | 432 |
|
|
2020
Q2 | $394K | Buy |
10,690
+346
| +3% | +$12.3K | 0.04% | 402 |
|
|
2020
Q1 | $356K | Sell |
10,344
-464
| -4% | -$22.4K | 0.05% | 327 |
|
|
2019
Q4 | $641K | Sell |
10,808
-3,357
| -24% | -$194K | 0.07% | 277 |
|
|
2019
Q3 | $777K | Buy |
14,165
+242
| +2% | +$13.1K | 0.09% | 223 |
|
|
2019
Q2 | $730K | Sell |
13,923
-175
| -1% | -$9.02K | 0.08% | 221 |
|
|
2019
Q1 | $680K | Sell |
14,098
-265
| -2% | -$13.3K | 0.08% | 228 |
|
|
2018
Q4 | $657K | Sell |
14,363
-3,156
| -18% | -$162K | 0.09% | 211 |
|
|
2018
Q3 | $925K | Buy |
17,519
+286
| +2% | +$15.2K | 0.1% | 200 |
|
|
2018
Q2 | $868K | Buy |
17,233
+121
| +0.7% | +$6.14K | 0.11% | 202 |
|
|
2018
Q1 | $864K | Buy |
17,112
+4,263
| +33% | +$233K | 0.11% | 189 |
|
|
2017
Q4 | $688K | Buy |
+12,849
| New | +$691K | 0.09% | 215 |
|
Other funds holding USB
MB
Financial Advocates Investment Management's USB Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of US Bancorp (USB) in Q3 2025, closing a stake of 18,038 shares — an estimated $816K sold.
Financial Advocates Investment Management first reported a position in USB in Q4 2017 and held it in 31 quarters. The position peaked at $2.57M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold USB as of Q3 2025.
- Financial Advocates Investment Management reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 18,038 US Bancorp shares in Q3 2025, an estimated $816K.
- Financial Advocates Investment Management first reported a position in US Bancorp in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's US Bancorp position peaked at $2.57M in Q4 2021.
- 1,868 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.