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Fortitude Advisory Group’s US Bancorp USB Stock Holding History

Fortitude Advisory Group’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
-6,638
Closed -$317K – 222
2024
Q4 		$317K Sell
6,638
-2,844
-30% -$140K 0.19% 119
2024
Q3 		$434K Sell
9,482
-724
-7% -$31.8K 0.27% 87
2024
Q2 		$405K Buy
10,206
+3
+0% +$122 0.24% 87
2024
Q1 		$456K Sell
10,203
-3,086
-23% -$130K 0.26% 86
2023
Q4 		$575K Sell
13,289
-6,639
-33% -$243K 0.35% 57
2023
Q3 		$659K Buy
19,928
+5,550
+39% +$202K 0.45% 45
2023
Q2 		$475K Sell
14,378
-354
-2% -$11.4K 0.35% 70
2023
Q1 		$531K Buy
14,732
+697
+5% +$31K 0.41% 58
2022
Q4 		$612K Sell
14,035
-9
-0.1% -$385 0.52% 49
2022
Q3 		$566K Sell
14,044
-24
-0.2% -$1.11K 0.54% 46
2022
Q2 		$647K Buy
14,068
+10,647
+311% +$532K 0.59% 42
2022
Q1 		$183K Buy
3,421
+55
+2% +$3.16K 0.1% 214
2021
Q4 		$190K Buy
+3,366
New +$199K 0.1% 213

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