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Hemington Wealth Management’s US Bancorp USB Stock Holding History

Hemington Wealth Management’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
Q3 		$94K Buy
1,961
+117
+6% +$5.53K 0.01% 250
2025
Q2 		$83K Sell
1,844
-44
-2% -$1.85K 0.01% 248
2025
Q1 		$79K Buy
1,888
+147
+8% +$6.78K 0.01% 244
2024
Q4 		$83K Buy
1,741
+107
+7% +$5.26K 0.02% 223
2024
Q3 		$78K Buy
+1,634
New +$71.7K 0.02% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Hemington Wealth Management's USB Position: Q3 2025 in Review

Hemington Wealth Management increased its US Bancorp (USB) stake by 6.3% in Q3 2025, buying an estimated $5.53K and bringing the position to 1,961 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #250.

Hemington Wealth Management first reported a position in USB in Q3 2024 and has held it in 5 quarters since. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Hemington Wealth Management held 1,961 shares of US Bancorp worth $94K as of Q3 2025.
  • Hemington Wealth Management bought 117 US Bancorp shares in Q3 2025, an estimated $5.53K.
  • US Bancorp made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #250 holding.
  • Hemington Wealth Management first reported a position in US Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.