Kolinsky Wealth Management’s US Bancorp USB Stock Holding History

Kolinsky 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
2024 Q4	$425K	Buy	8,885 +508	+6%	+$25K	0.26%	84
2024 Q3	$383K	Sell	8,377 -365	-4%	-$16K	0.25%	92
2024 Q2	$347K	Sell	8,742 -1,220	-12%	-$49.8K	0.25%	89
2024 Q1	$445K	Buy	9,962 +471	+5%	+$19.9K	0.34%	69
2023 Q4	$411K	Buy	9,491 +1,710	+22%	+$62.5K	0.36%	68
2023 Q3	$257K	Buy	7,781 +1,395	+22%	+$50.8K	0.26%	93
2023 Q2	$209K	Sell	6,386 -745	-10%	-$24.1K	0.2%	127
2023 Q1	$257K	Buy	7,131 +1,403	+24%	+$62.5K	0.27%	96
2022 Q4	$250K	Sell	5,728 -1,569	-22%	-$67.2K	0.29%	100
2022 Q3	$294K	Sell	7,297 -70	-1%	-$3.24K	0.37%	63
2022 Q2	$339K	Sell	7,367 -252	-3%	-$12.6K	0.4%	56
2022 Q1	$405K	Buy	7,619 +479	+7%	+$27.5K	0.4%	46
2021 Q4	$401K	Buy	+7,140	New	+$422K	0.37%	55

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return