Grey Fox Wealth Advisors’s US Bancorp USB Stock Holding History

Grey Fox 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	-399	Closed	-$19.5K	–	573
2025 Q3	$19.5K	Buy	+399	New	+$18.9K	﹤0.01%	340
2023 Q2	–	Sell	-11,292	Closed	-$412K	–	482
2023 Q1	$412K	Sell	11,292 -900	-7%	-$40.1K	0.24%	63
2022 Q4	$532K	Buy	+12,192	New	+$522K	0.35%	46

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Grey Fox Wealth Advisors's USB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of US Bancorp (USB) in Q4 2025, closing a stake of 399 shares — an estimated $19.5K sold.

Grey Fox Wealth Advisors first reported a position in USB in Q4 2022 and held it in 3 quarters. The position peaked at $532K in Q4 2022. 2,004 funds tracked by Wall St. Rank hold USB as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 399 US Bancorp shares in Q4 2025, an estimated $19.5K.
Grey Fox Wealth Advisors first reported a position in US Bancorp in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's US Bancorp position peaked at $532K in Q4 2022.
2,004 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.