Moseley Investment Management’s US Bancorp USB Stock Holding History

Moseley Investment Management’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 Q4	–	Sell	-4,685	Closed	-$226K	–	177
2025 Q3	$226K	Hold	4,685	–	–	0.07%	162
2025 Q2	$212K	Sell	4,685 -728	-13%	-$30.6K	0.07%	156
2025 Q1	$229K	Sell	5,413 -408	-7%	-$18.8K	0.09%	135
2024 Q4	$278K	Sell	5,821 -58	-1%	-$2.85K	0.11%	122
2024 Q3	$269K	Sell	5,879 -508	-8%	-$22.3K	0.11%	126
2024 Q2	$254K	Sell	6,387 -695	-10%	-$28.3K	0.12%	121
2024 Q1	$317K	Sell	7,082 -124	-2%	-$5.23K	0.16%	109
2023 Q4	$312K	Sell	7,206 -1,562	-18%	-$57.1K	0.17%	107
2023 Q3	$290K	Buy	8,768 +606	+7%	+$22.1K	0.17%	110
2023 Q2	$270K	Buy	8,162 +2,300	+39%	+$74.3K	0.16%	117
2023 Q1	$211K	Buy	+5,862	New	+$261K	0.14%	134

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moseley Investment Management's USB Position: Q4 2025 in Review

Moseley Investment Management sold out of US Bancorp (USB) in Q4 2025, closing a stake of 4,685 shares — an estimated $226K sold.

Moseley Investment Management first reported a position in USB in Q1 2023 and held it in 11 quarters. The position peaked at $317K in Q1 2024. 2,005 funds tracked by Wall St. Rank hold USB as of Q4 2025.

Moseley Investment Management reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
Moseley Investment Management sold 4,685 US Bancorp shares in Q4 2025, an estimated $226K.
Moseley Investment Management first reported a position in US Bancorp in Q1 2023 and held it in 11 quarters.
Moseley Investment Management's US Bancorp position peaked at $317K in Q1 2024.
2,005 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Moseley Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.