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Main Street Financial Solutions’s US Bancorp USB Stock Holding History

Main Street Financial Solutions’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
2023
Q1 		– Sell
-5,326
Closed -$232K – 466
2022
Q4 		$232K Buy
+5,326
New +$228K 0.04% 390
2022
Q3 		– Sell
-17,085
Closed -$793K – 474
2022
Q2 		$793K Buy
+17,085
New +$853K 0.1% 177
2021
Q4 		– Sell
-3,809
Closed -$226K – 492
2021
Q3 		$226K Buy
+3,809
New +$217K 0.03% 416
2021
Q1 		– Sell
-6,409
Closed -$299K – 427
2020
Q4 		$299K Buy
+6,409
New +$271K 0.06% 294

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Main Street Financial Solutions's USB Position: Q1 2023 in Review

Main Street Financial Solutions sold out of US Bancorp (USB) in Q1 2023, closing a stake of 5,326 shares — an estimated $232K sold.

Main Street Financial Solutions first reported a position in USB in Q4 2020 and held it in 4 quarters. The position peaked at $793K in Q2 2022. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Main Street Financial Solutions reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Main Street Financial Solutions sold 5,326 US Bancorp shares in Q1 2023, an estimated $232K.
  • Main Street Financial Solutions first reported a position in US Bancorp in Q4 2020 and held it in 4 quarters.
  • Main Street Financial Solutions's US Bancorp position peaked at $793K in Q2 2022.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Main Street Financial Solutions's 13F filing for Q1 2023, filed 21 Apr 2023.