Maxi Investments CY’s US Bancorp USB Stock Holding History

Maxi Investments CY’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	-11,800	Closed	-$570K	–	174
2024 Q4	$570K	Buy	+11,800	New	+$580K	0.11%	118

Other funds holding USB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Maxi Investments CY's USB Position: Q1 2025 in Review

Maxi Investments CY sold out of US Bancorp (USB) in Q1 2025, closing a stake of 11,800 shares — an estimated $570K sold.

Maxi Investments CY first reported a position in USB in Q4 2024 and held it in 1 quarter. The position peaked at $570K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

Maxi Investments CY reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
Maxi Investments CY sold 11,800 US Bancorp shares in Q1 2025, an estimated $570K.
Maxi Investments CY first reported a position in US Bancorp in Q4 2024 and held it in 1 quarter.
Maxi Investments CY's US Bancorp position peaked at $570K in Q4 2024.
1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.