Financial Partners Group (Tennessee)’s US Bancorp USB Stock Holding History

Financial Partners Group (Tennessee)’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	$215K	Sell	4,755 -410	-8%	-$17.2K	0.08%	85
2025 Q1	$218K	Sell	5,165 -945	-15%	-$43.6K	0.09%	79
2024 Q4	$292K	Sell	6,110 -341	-5%	-$16.8K	0.12%	81
2024 Q3	$295K	Buy	6,451 +547	+9%	+$24K	0.11%	86
2024 Q2	$234K	Buy	5,904 +435	+8%	+$17.7K	0.09%	90
2024 Q1	$244K	Sell	5,469 -73	-1%	-$3.08K	0.09%	88
2023 Q4	$240K	Sell	5,542 -3,073	-36%	-$112K	0.11%	79
2023 Q3	$285K	Buy	+8,615	New	+$314K	0.14%	74
2023 Q2	–	Sell	-51,867	Closed	-$1.87M	–	82
2023 Q1	$1.87M	Hold	51,867	–	–	0.98%	28
2022 Q4	$2.26M	Buy	+51,867	New	+$2.22M	1.34%	23

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Financial Partners Group (Tennessee)'s USB Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its US Bancorp (USB) stake by 7.9% in Q2 2025, selling an estimated $17.2K and leaving 4,755 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #85.

Financial Partners Group (Tennessee) first reported a position in USB in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.26M in Q4 2022. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Financial Partners Group (Tennessee) held 4,755 shares of US Bancorp worth $215K as of Q2 2025.
Financial Partners Group (Tennessee) sold 410 US Bancorp shares in Q2 2025, an estimated $17.2K.
US Bancorp made up 0.08% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #85 holding.
Financial Partners Group (Tennessee) first reported a position in US Bancorp in Q4 2022 and has held it in 10 quarters since.
Financial Partners Group (Tennessee)'s US Bancorp position peaked at $2.26M in Q4 2022.
1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.