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Founders Capital Management (Texas)’s US Bancorp USB Stock Holding History

Founders Capital Management (Texas)’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
2023
Q3 		– Sell
-218
Closed -$7.2K – 430
2023
Q2 		$7.2K Sell
218
-2,000
-90% -$64.6K 0.01% 328
2023
Q1 		$80K Hold
2,218
– – 0.06% 103
2022
Q4 		$97K Hold
2,218
– – 0.07% 88
2022
Q3 		$89K Buy
2,218
+2,000
+917% +$92.5K 0.07% 88
2022
Q2 		$10K Buy
+218
New +$10.9K 0.01% 311

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Capital Management (Texas)'s USB Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of US Bancorp (USB) in Q3 2023, closing a stake of 218 shares — an estimated $7.2K sold.

Founders Capital Management (Texas) first reported a position in USB in Q2 2022 and held it in 5 quarters. The position peaked at $97K in Q4 2022. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • Founders Capital Management (Texas) reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 218 US Bancorp shares in Q3 2023, an estimated $7.2K.
  • Founders Capital Management (Texas) first reported a position in US Bancorp in Q2 2022 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s US Bancorp position peaked at $97K in Q4 2022.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.