Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s US Bancorp USB Stock Holding History

Kovitz Investment Group Partners’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
-74,348
Closed -$3.6M – 1272
2025
Q3 		$3.6M Sell
74,348
-7,054
-9% -$334K 0.01% 522
2025
Q2 		$3.69M Buy
81,402
+4,144
+5% +$174K 0.02% 499
2025
Q1 		$3.26M Buy
77,258
+5,076
+7% +$234K 0.02% 485
2024
Q4 		$3.45M Buy
72,182
+7,989
+12% +$393K 0.02% 475
2024
Q3 		$2.27M Sell
64,193
-17,267
-21% -$757K 0.02% 477
2024
Q2 		$3.23M Buy
81,460
+10,002
+14% +$408K 0.03% 356
2024
Q1 		$3.19M Buy
+71,458
New +$3.02M 0.04% 253
2022
Q4 		– Sell
-5,088
Closed -$205K – 401
2022
Q3 		$205K Sell
5,088
-9,378
-65% -$434K ﹤0.01% 378
2022
Q2 		$666K Sell
14,466
-18,474
-56% -$922K 0.01% 319
2022
Q1 		$1.75M Buy
32,940
+27,445
+499% +$1.58M 0.03% 236
2021
Q4 		$256K Sell
5,495
-27,528
-83% -$1.63M 0.01% 381
2021
Q3 		$1.96M Buy
33,023
+22,503
+214% +$1.28M 0.04% 233
2021
Q2 		$599K Buy
10,520
+5,025
+91% +$295K 0.01% 352
2021
Q1 		$304K Hold
5,495
– – 0.01% 365
2020
Q4 		$256K Buy
+5,495
New +$233K 0.01% 384
2020
Q3 		– Sell
-5,495
Closed -$203K – 420
2020
Q2 		$203K Buy
+5,495
New +$196K 0.01% 371

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MB
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

Kovitz Investment Group Partners's USB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of US Bancorp (USB) in Q4 2025, closing a stake of 74,348 shares — an estimated $3.6M sold.

Kovitz Investment Group Partners first reported a position in USB in Q2 2020 and held it in 16 quarters. The position peaked at $3.69M in Q2 2025. 2,010 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 74,348 US Bancorp shares in Q4 2025, an estimated $3.6M.
  • Kovitz Investment Group Partners first reported a position in US Bancorp in Q2 2020 and held it in 16 quarters.
  • Kovitz Investment Group Partners's US Bancorp position peaked at $3.69M in Q2 2025.
  • 2,010 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.