Iron Horse Wealth Management’s US Bancorp USB Stock Holding History

Iron Horse 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 Q2	$103K	Buy	2,278 +1,800	+377%	+$75.7K	0.03%	89
2025 Q1	$20.2K	Buy	478 +253	+112%	+$11.7K	0.01%	199
2024 Q4	$10.8K	Hold	225	–	–	﹤0.01%	231
2024 Q3	$10.3K	Hold	225	–	–	﹤0.01%	237
2024 Q2	$8.93K	Hold	225	–	–	﹤0.01%	225
2024 Q1	$10.1K	Hold	225	–	–	﹤0.01%	196
2023 Q4	$9.74K	Sell	225 -675	-75%	-$24.7K	﹤0.01%	194
2023 Q3	$29.8K	Hold	900	–	–	0.01%	92
2023 Q2	$29.7K	Buy	900 +100	+13%	+$3.23K	0.01%	90
2023 Q1	$28.8K	Buy	+800	New	+$35.6K	0.01%	90

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

Iron Horse Wealth Management's USB Position: Q2 2025 in Review

Iron Horse Wealth Management increased its US Bancorp (USB) stake by 377% in Q2 2025, buying an estimated $75.7K and bringing the position to 2,278 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #89.

Iron Horse Wealth Management first reported a position in USB in Q1 2023 and has held it in 10 quarters since. 1,838 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Iron Horse Wealth Management held 2,278 shares of US Bancorp worth $103K as of Q2 2025.
Iron Horse Wealth Management bought 1,800 US Bancorp shares in Q2 2025, an estimated $75.7K.
US Bancorp made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #89 holding.
Iron Horse Wealth Management first reported a position in US Bancorp in Q1 2023 and has held it in 10 quarters since.
1,838 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.