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Michael A Dubis Financial Planning’s US Bancorp USB Stock Holding History

Michael A Dubis Financial Planning’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 		$249K Hold
5,909
– – 0.24% 41
2024
Q4 		$283K Buy
+5,909
New +$291K 0.27% 38

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 $3.37T AUM 44.26% 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

Michael A Dubis Financial Planning's USB Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its US Bancorp (USB) position steady in Q1 2025 at 5,909 shares worth $249K. The position accounts for 0.24% of the portfolio, ranked #41.

Michael A Dubis Financial Planning first reported a position in USB in Q4 2024 and has held it in 2 quarters since. The position peaked at $283K in Q4 2024. 1,821 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Michael A Dubis Financial Planning held 5,909 shares of US Bancorp worth $249K as of Q1 2025.
  • Michael A Dubis Financial Planning left its US Bancorp share count unchanged in Q1 2025.
  • US Bancorp made up 0.24% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #41 holding.
  • Michael A Dubis Financial Planning first reported a position in US Bancorp in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's US Bancorp position peaked at $283K in Q4 2024.
  • 1,821 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.