Focus Partners Wealth
USB icon

Focus Partners Wealth’s US Bancorp USB Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$42.2M Sell
810,820
-6,495
-0.8% -$357K 0.05% 326
2025
Q4 		$43.6M Buy
817,315
+336,835
+70% +$16.6M 0.05% 316
2025
Q3 		$23.2M Buy
480,480
+37,493
+8% +$1.77M 0.04% 371
2025
Q2 		$20M Buy
442,987
+48,266
+12% +$2.03M 0.04% 359
2025
Q1 		$16.7M Sell
394,721
-1,066
-0.3% -$49.2K 0.04% 366
2024
Q4 		$18.9M Buy
395,787
+4,308
+1% +$212K 0.05% 331
2024
Q3 		$17.9M Sell
391,479
-125,477
-24% -$5.5M 0.06% 301
2024
Q2 		$20.5M Buy
516,956
+305,324
+144% +$12.5M 0.07% 239
2024
Q1 		$9.46M Buy
211,632
+64,675
+44% +$2.73M 0.08% 222
2023
Q4 		$6.36M Buy
+146,957
New +$5.37M 0.08% 199

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VCM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return