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Good Steward Wealth Advisors’s US Bancorp USB Stock Holding History

Good Steward 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
Q4 		– Sell
-4,688
Closed -$227K – 80
2025
Q3 		$227K Sell
4,688
-3,863
-45% -$183K 0.16% 71
2025
Q2 		$387K Sell
8,551
-8,216
-49% -$345K 0.3% 54
2025
Q1 		$708K Buy
+16,767
New +$774K 0.64% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Good Steward Wealth Advisors's USB Position: Q4 2025 in Review

Good Steward Wealth Advisors sold out of US Bancorp (USB) in Q4 2025, closing a stake of 4,688 shares — an estimated $227K sold.

Good Steward Wealth Advisors first reported a position in USB in Q1 2025 and held it in 3 quarters. The position peaked at $708K in Q1 2025. 2,011 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Good Steward Wealth Advisors reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Good Steward Wealth Advisors sold 4,688 US Bancorp shares in Q4 2025, an estimated $227K.
  • Good Steward Wealth Advisors first reported a position in US Bancorp in Q1 2025 and held it in 3 quarters.
  • Good Steward Wealth Advisors's US Bancorp position peaked at $708K in Q1 2025.
  • 2,011 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.