MASECO Private Wealth’s US Bancorp USB Stock Holding History

MASECO Private Wealth’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 Q3	–	Sell	-244	Closed	-$11K	–	496
2025 Q2	$11K	Buy	+244	New	+$10.3K	﹤0.01%	327

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

MASECO Private Wealth's USB Position: Q3 2025 in Review

MASECO Private Wealth sold out of US Bancorp (USB) in Q3 2025, closing a stake of 244 shares — an estimated $11K sold.

MASECO Private Wealth first reported a position in USB in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

MASECO Private Wealth reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
MASECO Private Wealth sold 244 US Bancorp shares in Q3 2025, an estimated $11K.
MASECO Private Wealth first reported a position in US Bancorp in Q2 2025 and held it in 1 quarter.
MASECO Private Wealth's US Bancorp position peaked at $11K in Q2 2025.
1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on MASECO Private Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.