MFA Wealth Advisors’s US Bancorp USB Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-116	Closed	-$5.3K	–	374
2024 Q3	$5.3K	Hold	116	–	–	﹤0.01%	382
2024 Q2	$4.61K	Buy	+116	New	+$4.73K	﹤0.01%	395

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

MFA Wealth Advisors's USB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of US Bancorp (USB) in Q4 2024, closing a stake of 116 shares — an estimated $5.3K sold.

MFA Wealth Advisors first reported a position in USB in Q2 2024 and held it in 2 quarters. The position peaked at $5.3K in Q3 2024. 1,854 funds tracked by Wall St. Rank hold USB as of Q4 2024.

MFA Wealth Advisors reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 116 US Bancorp shares in Q4 2024, an estimated $5.3K.
MFA Wealth Advisors first reported a position in US Bancorp in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's US Bancorp position peaked at $5.3K in Q3 2024.
1,854 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.