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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
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Kolinsky Wealth Management's USB Position: Q4 2024 in Review

Kolinsky Wealth Management increased its US Bancorp (USB) stake by 6.1% in Q4 2024, buying an estimated $25K and bringing the position to 8,885 shares worth $425K. The position accounts for 0.26% of the portfolio, ranked #84.

Kolinsky Wealth Management first reported a position in USB in Q4 2021 and has held it in 13 quarters since. The position peaked at $445K in Q1 2024. 1,854 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Kolinsky Wealth Management held 8,885 shares of US Bancorp worth $425K as of Q4 2024.
  • Kolinsky Wealth Management bought 508 US Bancorp shares in Q4 2024, an estimated $25K.
  • US Bancorp made up 0.26% of Kolinsky Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Kolinsky Wealth Management first reported a position in US Bancorp in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's US Bancorp position peaked at $445K in Q1 2024.
  • 1,854 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.