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Litman Gregory Wealth Management’s US Bancorp USB Stock Holding History

Litman Gregory 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
2025
Q4 		$1.22M Sell
22,900
-1,650
-7% -$81.2K 0.09% 78
2025
Q3 		$1.19M Sell
24,550
-538
-2% -$25.4K 0.09% 75
2025
Q2 		$1.14M Buy
25,088
+50
+0.2% +$2.1K 0.09% 76
2025
Q1 		$1.06M Hold
25,038
– – 0.09% 75
2024
Q4 		$1.2M Sell
25,038
-3,387
-12% -$167K 0.1% 64
2024
Q3 		$1.3M Sell
28,425
-10,750
-27% -$471K 0.11% 64
2024
Q2 		$1.56M Hold
39,175
– – 0.14% 60
2024
Q1 		$1.75M Sell
39,175
-5,000
-11% -$211K 0.16% 58
2023
Q4 		$1.91M Sell
44,175
-24,468
-36% -$894K 0.18% 56
2023
Q3 		$2.27M Buy
+68,643
New +$2.5M 0.23% 51

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return