GC
USB icon

Gould Capital’s US Bancorp USB Stock Holding History

Gould Capital’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
2024
Q4 		– Sell
-26,844
Closed -$1.23M – 222
2024
Q3 		$1.23M Buy
26,844
+371
+1% +$16.3K 0.81% 35
2024
Q2 		$1.05M Buy
26,473
+757
+3% +$30.9K 0.74% 36
2024
Q1 		$1.15M Sell
25,716
-3,060
-11% -$129K 0.81% 36
2023
Q4 		$1.25M Sell
28,776
-382
-1% -$14K 0.91% 32
2023
Q3 		$937K Buy
29,158
+8,156
+39% +$297K 0.76% 37
2023
Q2 		$694K Buy
21,002
+2,038
+11% +$65.9K 0.53% 43
2023
Q1 		$684K Buy
18,964
+1,911
+11% +$85.1K 0.53% 43
2022
Q4 		$744K Sell
17,053
-1,893
-10% -$81K 0.59% 43
2022
Q3 		$764K Sell
18,946
-24
-0.1% -$1.11K 0.66% 40
2022
Q2 		$873K Sell
18,970
-350
-2% -$17.5K 0.7% 38
2022
Q1 		$1.03M Buy
19,320
+531
+3% +$30.5K 0.74% 39
2021
Q4 		$1.05M Buy
+18,789
New +$1.11M 0.74% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Gould Capital's USB Position: Q4 2024 in Review

Gould Capital sold out of US Bancorp (USB) in Q4 2024, closing a stake of 26,844 shares — an estimated $1.23M sold.

Gould Capital first reported a position in USB in Q4 2021 and held it in 12 quarters. The position peaked at $1.25M in Q4 2023. 1,850 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Gould Capital reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Gould Capital sold 26,844 US Bancorp shares in Q4 2024, an estimated $1.23M.
  • Gould Capital first reported a position in US Bancorp in Q4 2021 and held it in 12 quarters.
  • Gould Capital's US Bancorp position peaked at $1.25M in Q4 2023.
  • 1,850 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Gould Capital's 13F filing for Q4 2024, filed 21 Feb 2025.