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JCIC Asset Management’s US Bancorp USB Stock Holding History

JCIC Asset 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
Q1 		$802 Buy
+19
New +$877 ﹤0.01% 154
2018
Q3 		– Sell
-100
Closed -$5K – 142
2018
Q2 		$5K Buy
+100
New +$5.08K ﹤0.01% 92

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

JCIC Asset Management's USB Position: Q1 2025 in Review

JCIC Asset Management opened a new position in US Bancorp (USB) in Q1 2025: 19 shares worth $802. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: JCIC Asset Management previously reported a position in USB as recently as Q2 2018.

JCIC Asset Management first reported a position in USB in Q2 2018 and has held it in 2 quarters since. The position peaked at $5K in Q2 2018. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • JCIC Asset Management held 19 shares of US Bancorp worth $802 as of Q1 2025.
  • US Bancorp was a new JCIC Asset Management position in Q1 2025.
  • US Bancorp made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #154 holding.
  • JCIC Asset Management first reported a position in US Bancorp in Q2 2018 and has held it in 2 quarters since.
  • JCIC Asset Management's US Bancorp position peaked at $5K in Q2 2018.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.