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KB Financial Partners’s US Bancorp USB Stock Holding History

KB Financial 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
2023
Q3 		$84K Sell
2,535
-132
-5% -$4.81K 0.02% 208
2023
Q2 		$88K Buy
2,667
+474
+22% +$15.3K 0.02% 213
2023
Q1 		$79K Hold
2,193
– – 0.02% 224
2022
Q4 		$96K Hold
2,193
– – 0.03% 214
2022
Q3 		$88K Buy
2,193
+75
+4% +$3.47K 0.03% 208
2022
Q2 		$97K Sell
2,118
-144
-6% -$7.19K 0.03% 212
2022
Q1 		$120K Sell
2,262
-355
-14% -$20.4K 0.03% 213
2021
Q4 		$147K Buy
+2,617
New +$155K 0.04% 210
2021
Q3 		– Sell
-2,969
Closed -$169K – 544
2021
Q2 		$169K Sell
2,969
-941
-24% -$55.2K 0.06% 170
2021
Q1 		$216K Buy
+3,910
New +$195K 0.09% 124

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KB Financial Partners's USB Position: Q3 2023 in Review

KB Financial Partners reduced its US Bancorp (USB) stake by 4.9% in Q3 2023, selling an estimated $4.81K and leaving 2,535 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #208.

KB Financial Partners first reported a position in USB in Q1 2021 and has held it in 10 quarters since. The position peaked at $216K in Q1 2021. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • KB Financial Partners held 2,535 shares of US Bancorp worth $84K as of Q3 2023.
  • KB Financial Partners sold 132 US Bancorp shares in Q3 2023, an estimated $4.81K.
  • US Bancorp made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #208 holding.
  • KB Financial Partners first reported a position in US Bancorp in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's US Bancorp position peaked at $216K in Q1 2021.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.