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Harvest Investment Services’s US Bancorp USB Stock Holding History

Harvest Investment Services’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
-4,309
Closed -$208K – 385
2025
Q3 		$208K Sell
4,309
-281
-6% -$13.3K 0.04% 303
2025
Q2 		$208K Buy
+4,590
New +$193K 0.05% 301
2025
Q1 		– Sell
-4,221
Closed -$202K – 357
2024
Q4 		$202K Buy
+4,221
New +$208K 0.05% 268

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Investment Services's USB Position: Q4 2025 in Review

Harvest Investment Services sold out of US Bancorp (USB) in Q4 2025, closing a stake of 4,309 shares — an estimated $208K sold.

Harvest Investment Services first reported a position in USB in Q4 2024 and held it in 3 quarters. The position peaked at $208K in Q3 2025. 2,004 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Harvest Investment Services reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 4,309 US Bancorp shares in Q4 2025, an estimated $208K.
  • Harvest Investment Services first reported a position in US Bancorp in Q4 2024 and held it in 3 quarters.
  • Harvest Investment Services's US Bancorp position peaked at $208K in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.