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LifeWealth Investments’s US Bancorp USB Stock Holding History

LifeWealth Investments’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
Q1 		– Sell
-6,462
Closed -$309K – 174
2024
Q4 		$309K Buy
+6,462
New +$318K 0.2% 106

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

LifeWealth Investments's USB Position: Q1 2025 in Review

LifeWealth Investments sold out of US Bancorp (USB) in Q1 2025, closing a stake of 6,462 shares — an estimated $309K sold.

LifeWealth Investments first reported a position in USB in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • LifeWealth Investments reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 6,462 US Bancorp shares in Q1 2025, an estimated $309K.
  • LifeWealth Investments first reported a position in US Bancorp in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's US Bancorp position peaked at $309K in Q4 2024.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.