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Knollwood Investment Advisory’s US Bancorp USB Stock Holding History

Knollwood Investment Advisory’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
Q4 		– Sell
-5,766
Closed -$279K – 350
2025
Q3 		$279K Sell
5,766
-235
-4% -$11.1K 0.03% 319
2025
Q2 		$272K Hold
6,001
– – 0.03% 321
2025
Q1 		$253K Hold
6,001
– – 0.03% 329
2024
Q4 		$287K Hold
6,001
– – 0.03% 322
2024
Q3 		$274K Hold
6,001
– – 0.03% 325
2024
Q2 		$238K Buy
+6,001
New +$245K 0.03% 328

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Knollwood Investment Advisory's USB Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of US Bancorp (USB) in Q4 2025, closing a stake of 5,766 shares — an estimated $279K sold.

Knollwood Investment Advisory first reported a position in USB in Q2 2024 and held it in 6 quarters. The position peaked at $287K in Q4 2024. 2,014 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 5,766 US Bancorp shares in Q4 2025, an estimated $279K.
  • Knollwood Investment Advisory first reported a position in US Bancorp in Q2 2024 and held it in 6 quarters.
  • Knollwood Investment Advisory's US Bancorp position peaked at $287K in Q4 2024.
  • 2,014 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.