MIAN
USB icon

Mariner Independent Advisor Network’s US Bancorp USB Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$903K Buy
22,406
+125
+0.6% +$5.78K 0.04% 392
2022
Q2 		$1.04M Buy
22,281
+12
+0.1% +$599 0.04% 361
2022
Q1 		$1.18M Buy
+22,269
New +$1.28M 0.05% 340
2021
Q4 		– Sell
-12,906
Closed -$767K – 508
2021
Q3 		$767K Buy
12,906
+381
+3% +$21.7K 0.04% 359
2021
Q2 		$714K Sell
12,525
-1,579
-11% -$92.6K 0.03% 386
2021
Q1 		$780K Sell
14,104
-625
-4% -$31.2K 0.04% 330
2020
Q4 		$686K Buy
14,729
+1,713
+13% +$72.5K 0.04% 326
2020
Q3 		$467K Sell
13,016
-1,460
-10% -$53.4K 0.04% 268
2020
Q2 		$520K Sell
14,476
-3,592
-20% -$128K 0.05% 259
2020
Q1 		$578K Buy
18,068
+94
+0.5% +$4.53K 0.05% 265
2019
Q4 		$1.07M Buy
17,974
+998
+6% +$57.7K 0.08% 242
2019
Q3 		$913K Buy
16,976
+494
+3% +$26.7K 0.07% 253
2019
Q2 		$871K Buy
16,482
+3,536
+27% +$182K 0.07% 250
2019
Q1 		$632K Sell
12,946
-101
-0.8% -$5.07K 0.05% 279
2018
Q4 		$616K Sell
13,047
-394
-3% -$20.3K 0.05% 275
2018
Q3 		$709K Sell
13,441
-4,150
-24% -$220K 0.09% 166
2018
Q2 		$879K Sell
17,591
-10,783
-38% -$547K 0.16% 95
2018
Q1 		$1.43M Buy
28,374
+18,317
+182% +$1M 0.09% 182
2017
Q4 		$539K Buy
+10,057
New +$541K 0.06% 233
2017
Q2 		– Sell
-51,724
Closed -$2.66M – 331
2017
Q1 		$2.66M Buy
+51,724
New +$2.76M 0.32% 50
2016
Q4 		– Sell
-19,412
Closed -$833K – 203
2016
Q3 		$833K Buy
+19,412
New +$825K 0.12% 115

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's USB Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its US Bancorp (USB) stake by 0.56% in Q3 2022, buying an estimated $5.78K and bringing the position to 22,406 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #392.

Mariner Independent Advisor Network first reported a position in USB in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.66M in Q1 2017. 1,649 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • Mariner Independent Advisor Network held 22,406 shares of US Bancorp worth $903K as of Q3 2022.
  • Mariner Independent Advisor Network bought 125 US Bancorp shares in Q3 2022, an estimated $5.78K.
  • US Bancorp made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #392 holding.
  • Mariner Independent Advisor Network first reported a position in US Bancorp in Q3 2016 and has held it in 21 quarters since.
  • Mariner Independent Advisor Network's US Bancorp position peaked at $2.66M in Q1 2017.
  • 1,649 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.