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Hopwood Financial Services’s US Bancorp USB Stock Holding History

Hopwood Financial 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
-2,966
Closed -$143K – 281
2025
Q3 		$143K Hold
2,966
– – 0.1% 98
2025
Q2 		$134K Sell
2,966
-355
-11% -$14.9K 0.1% 100
2025
Q1 		$140K Sell
3,321
-145
-4% -$6.69K 0.11% 98
2024
Q4 		$166K Buy
+3,466
New +$171K 0.13% 90

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Hopwood Financial Services's USB Position: Q4 2025 in Review

Hopwood Financial Services sold out of US Bancorp (USB) in Q4 2025, closing a stake of 2,966 shares — an estimated $143K sold.

Hopwood Financial Services first reported a position in USB in Q4 2024 and held it in 4 quarters. The position peaked at $166K in Q4 2024. 2,012 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Hopwood Financial Services reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 2,966 US Bancorp shares in Q4 2025, an estimated $143K.
  • Hopwood Financial Services first reported a position in US Bancorp in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's US Bancorp position peaked at $166K in Q4 2024.
  • 2,012 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.