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FSC Wealth Advisors’s US Bancorp USB Stock Holding History

FSC Wealth Advisors’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
Q2 		– Sell
-507
Closed -$21.4K – 238
2025
Q1 		$21.4K Buy
507
+5
+1% +$231 0.01% 163
2024
Q4 		$24K Sell
502
-9
-2% -$443 0.02% 151
2024
Q3 		$23.4K Buy
511
+6
+1% +$263 0.02% 149
2024
Q2 		$20K Hold
505
– – 0.01% 152
2024
Q1 		$22.6K Sell
505
-2
-0.4% -$84 0.02% 145
2023
Q4 		$21.9K Hold
507
– – 0.02% 149
2023
Q3 		$16.8K Buy
+507
New +$18.5K 0.02% 137
2023
Q2 		– Sell
-1,208
Closed -$43.5K – 196
2023
Q1 		$43.5K Buy
1,208
+607
+101% +$27K 0.07% 61
2022
Q4 		$26.2K Buy
601
+1
+0.2% +$43 0.04% 75
2022
Q3 		$24K Sell
600
-107
-15% -$4.95K 0.23% 74
2022
Q2 		$33K Buy
707
+116
+20% +$5.79K 0.29% 67
2022
Q1 		$31K Sell
591
-24
-4% -$1.38K 0.03% 82
2021
Q4 		$35K Buy
+615
New +$36.4K 0.02% 86

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

FSC Wealth Advisors's USB Position: Q2 2025 in Review

FSC Wealth Advisors sold out of US Bancorp (USB) in Q2 2025, closing a stake of 507 shares — an estimated $21.4K sold.

FSC Wealth Advisors first reported a position in USB in Q4 2021 and held it in 13 quarters. The position peaked at $43.5K in Q1 2023. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • FSC Wealth Advisors reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 507 US Bancorp shares in Q2 2025, an estimated $21.4K.
  • FSC Wealth Advisors first reported a position in US Bancorp in Q4 2021 and held it in 13 quarters.
  • FSC Wealth Advisors's US Bancorp position peaked at $43.5K in Q1 2023.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.