Guardian Wealth Management (Illinois)’s US Bancorp USB Stock Holding History

Guardian Wealth Management (Illinois)’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	-309	Closed	-$13.1K	–	197
2025 Q1	$13.1K	Buy	309 +3	+1%	+$138	0.01%	147
2024 Q4	$14.6K	Buy	306 +3	+1%	+$148	0.01%	151
2024 Q3	$13.9K	Buy	303 +3	+1%	+$132	0.01%	153
2024 Q2	$11.9K	Buy	300 +4	+1%	+$163	0.01%	156
2024 Q1	$13.2K	Buy	296 +3	+1%	+$127	0.01%	149
2023 Q4	$12.7K	Buy	293 +5	+2%	+$183	0.01%	152
2023 Q3	$9.54K	Buy	288 +3	+1%	+$109	0.01%	160
2023 Q2	$9.41K	Buy	285 +4	+1%	+$129	0.01%	164
2023 Q1	$10.1K	Buy	281 +3	+1%	+$134	0.01%	157
2022 Q4	$12.1K	Buy	278 +3	+1%	+$128	0.01%	157
2022 Q3	$11K	Buy	275 +3	+1%	+$139	0.01%	157
2022 Q2	$13K	Buy	272 +2	+0.7%	+$100	0.01%	154
2022 Q1	$14K	Buy	270 +2	+0.7%	+$115	0.01%	166
2021 Q4	$15K	Buy	+268	New	+$15.9K	0.01%	161

Other funds holding USB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s USB Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of US Bancorp (USB) in Q2 2025, closing a stake of 309 shares — an estimated $13.1K sold.

Guardian Wealth Management (Illinois) first reported a position in USB in Q4 2021 and held it in 14 quarters. The position peaked at $15K in Q4 2021. 1,838 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 309 US Bancorp shares in Q2 2025, an estimated $13.1K.
Guardian Wealth Management (Illinois) first reported a position in US Bancorp in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s US Bancorp position peaked at $15K in Q4 2021.
1,838 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.