Householder Group Estate & Retirement Specialist’s US Bancorp USB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-683	Closed	-$31K	–	1180
2024 Q3	$31K	Hold	683	–	–	0.01%	585
2024 Q2	$27K	Buy	683 +609	+823%	+$24.8K	0.01%	610
2024 Q1	$3.31K	Hold	74	–	–	﹤0.01%	988
2023 Q4	$3K	Hold	74	–	–	﹤0.01%	969
2023 Q3	$2.45K	Buy	+74	New	+$2.7K	﹤0.01%	1043
2023 Q1	$5K	Buy	+125	New	+$5.57K	﹤0.01%	972
2022 Q4	–	Sell	-125	Closed	-$5K	–	1087
2022 Q3	$5K	Buy	+125	New	+$5.78K	﹤0.01%	873

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of US Bancorp (USB) in Q4 2024, closing a stake of 683 shares — an estimated $31K sold.

Householder Group Estate & Retirement Specialist first reported a position in USB in Q3 2022 and held it in 7 quarters. The position peaked at $31K in Q3 2024. 1,850 funds tracked by Wall St. Rank hold USB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 683 US Bancorp shares in Q4 2024, an estimated $31K.
Householder Group Estate & Retirement Specialist first reported a position in US Bancorp in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's US Bancorp position peaked at $31K in Q3 2024.
1,850 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.