FWA
USB icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return