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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fortitude Advisory Group's USB Position: Q1 2025 in Review

Fortitude Advisory Group sold out of US Bancorp (USB) in Q1 2025, closing a stake of 6,638 shares — an estimated $317K sold.

Fortitude Advisory Group first reported a position in USB in Q4 2021 and held it in 13 quarters. The position peaked at $659K in Q3 2023. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Fortitude Advisory Group reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 6,638 US Bancorp shares in Q1 2025, an estimated $317K.
  • Fortitude Advisory Group first reported a position in US Bancorp in Q4 2021 and held it in 13 quarters.
  • Fortitude Advisory Group's US Bancorp position peaked at $659K in Q3 2023.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.