Kerrisdale Advisers’s US Bancorp USB Stock Holding History

Kerrisdale Advisers’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	–	Sell	-22,736	Closed	-$960K	–	83
2025 Q1	$960K	Sell	22,736 -14,925	-40%	-$689K	0.4%	41
2024 Q4	$1.8M	Hold	37,661	–	–	0.61%	34
2024 Q3	$1.72M	Sell	37,661 -3,810	-9%	-$167K	0.59%	45
2024 Q2	$1.65M	Hold	41,471	–	–	0.52%	47
2024 Q1	$1.85M	Hold	41,471	–	–	0.58%	40
2023 Q4	$1.79M	Hold	41,471	–	–	0.53%	43
2023 Q3	$1.37M	Sell	41,471 -19,945	-32%	-$727K	0.43%	49
2023 Q2	$2.03M	Hold	61,416	–	–	0.55%	50
2023 Q1	$2.21M	Hold	61,416	–	–	0.66%	46
2022 Q4	$2.68M	Hold	61,416	–	–	0.79%	37
2022 Q3	$2.48M	Hold	61,416	–	–	0.6%	39
2022 Q2	$2.83M	Hold	61,416	–	–	0.89%	38
2022 Q1	$3.26M	Hold	61,416	–	–	1%	24
2021 Q4	$3.45M	Hold	61,416	–	–	0.71%	23
2021 Q3	$3.65M	Buy	+61,416	New	+$3.5M	0.4%	41

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 $3.37T AUM 44.26% 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

Kerrisdale Advisers's USB Position: Q2 2025 in Review

Kerrisdale Advisers sold out of US Bancorp (USB) in Q2 2025, closing a stake of 22,736 shares — an estimated $960K sold.

Kerrisdale Advisers first reported a position in USB in Q3 2021 and held it in 15 quarters. The position peaked at $3.65M in Q3 2021. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

Kerrisdale Advisers reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
Kerrisdale Advisers sold 22,736 US Bancorp shares in Q2 2025, an estimated $960K.
Kerrisdale Advisers first reported a position in US Bancorp in Q3 2021 and held it in 15 quarters.
Kerrisdale Advisers's US Bancorp position peaked at $3.65M in Q3 2021.
1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Kerrisdale Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.