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Jaffetilchin Investment Partners’s US Bancorp USB Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-10,198
Closed -$488K – 444
2024
Q4 		$488K Sell
10,198
-823
-7% -$40.5K 0.04% 232
2024
Q3 		$504K Buy
+11,021
New +$483K 0.04% 231
2023
Q1 		– Sell
-4,951
Closed -$216K – 381
2022
Q4 		$216K Buy
+4,951
New +$212K 0.03% 325
2022
Q1 		– Sell
-3,931
Closed -$221K – 387
2021
Q4 		$221K Buy
3,931
+226
+6% +$13.4K 0.02% 317
2021
Q3 		$220K Sell
3,705
-3,516
-49% -$200K 0.02% 325
2021
Q2 		$376K Buy
7,221
+3,495
+94% +$205K 0.03% 300
2021
Q1 		$206K Buy
+3,726
New +$186K 0.02% 337
2020
Q1 		– Sell
-3,700
Closed -$219K – 230
2019
Q4 		$219K Buy
+3,700
New +$214K 0.05% 216
2015
Q4 		– Sell
-10,146
Closed -$416K – 225
2015
Q3 		$416K Buy
+10,146
New +$439K 0.16% 110

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Jaffetilchin Investment Partners's USB Position: Q1 2025 in Review

Jaffetilchin Investment Partners sold out of US Bancorp (USB) in Q1 2025, closing a stake of 10,198 shares — an estimated $488K sold.

Jaffetilchin Investment Partners first reported a position in USB in Q3 2015 and held it in 9 quarters. The position peaked at $504K in Q3 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Jaffetilchin Investment Partners reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,198 US Bancorp shares in Q1 2025, an estimated $488K.
  • Jaffetilchin Investment Partners first reported a position in US Bancorp in Q3 2015 and held it in 9 quarters.
  • Jaffetilchin Investment Partners's US Bancorp position peaked at $504K in Q3 2024.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2025, filed 24 Apr 2025.