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First Western Trust Bank’s US Bancorp USB Stock Holding History

First Western Trust Bank’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
-4,506
Closed -$216K – 200
2024
Q4 		$216K Buy
4,506
+108
+2% +$5.31K 0.01% 188
2024
Q3 		$201K Buy
+4,398
New +$193K 0.01% 201
2022
Q3 		– Sell
-4,385
Closed -$202K – 174
2022
Q2 		$202K Sell
4,385
-486
-10% -$24.3K 0.01% 168
2022
Q1 		$269K Buy
+4,871
New +$280K 0.01% 160

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

First Western Trust Bank's USB Position: Q1 2025 in Review

First Western Trust Bank sold out of US Bancorp (USB) in Q1 2025, closing a stake of 4,506 shares — an estimated $216K sold.

First Western Trust Bank first reported a position in USB in Q1 2022 and held it in 4 quarters. The position peaked at $269K in Q1 2022. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • First Western Trust Bank reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • First Western Trust Bank sold 4,506 US Bancorp shares in Q1 2025, an estimated $216K.
  • First Western Trust Bank first reported a position in US Bancorp in Q1 2022 and held it in 4 quarters.
  • First Western Trust Bank's US Bancorp position peaked at $269K in Q1 2022.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.