KerberRose Wealth Management’s US Bancorp USB Stock Holding History

KerberRose 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
2022 Q2	$246K	Buy	+5,342	New	+$267K	0.2%	99

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KerberRose Wealth Management's USB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in US Bancorp (USB) in Q2 2022: 5,342 shares worth $246K. The stake represents 0.2% of the portfolio and ranks #99 among its holdings.

1,686 funds tracked by Wall St. Rank hold USB as of Q2 2022.

KerberRose Wealth Management held 5,342 shares of US Bancorp worth $246K as of Q2 2022.
US Bancorp was a new KerberRose Wealth Management position in Q2 2022.
US Bancorp made up 0.2% of KerberRose Wealth Management's portfolio in Q2 2022, its #99 holding.
1,686 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.