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Mendota Financial Group’s US Bancorp USB Stock Holding History

Mendota Financial Group’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
-1,054
Closed -$50.4K – 349
2024
Q4 		$50.4K Sell
1,054
-2
-0.2% -$98 0.03% 161
2024
Q3 		$48.3K Sell
1,056
-363
-26% -$15.9K 0.02% 176
2024
Q2 		$56.3K Buy
1,419
+4
+0.3% +$163 0.03% 163
2024
Q1 		$63.3K Sell
1,415
-1,468
-51% -$61.9K 0.04% 166
2023
Q4 		$125K Buy
2,883
+1,878
+187% +$68.7K 0.1% 128
2023
Q3 		$33.2K Hold
1,005
– – 0.03% 155
2023
Q2 		$33.2K Buy
1,005
+228
+29% +$7.37K 0.04% 151
2023
Q1 		$41.3K Sell
777
-19
-2% -$846 0.04% 154
2022
Q4 		$34.7K Buy
+796
New +$34.1K 0.04% 149

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Mendota Financial Group's USB Position: Q1 2025 in Review

Mendota Financial Group sold out of US Bancorp (USB) in Q1 2025, closing a stake of 1,054 shares — an estimated $50.4K sold.

Mendota Financial Group first reported a position in USB in Q4 2022 and held it in 9 quarters. The position peaked at $125K in Q4 2023. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Mendota Financial Group reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 1,054 US Bancorp shares in Q1 2025, an estimated $50.4K.
  • Mendota Financial Group first reported a position in US Bancorp in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's US Bancorp position peaked at $125K in Q4 2023.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.