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New Century Financial Group’s US Bancorp USB Stock Holding History

New Century 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
Q2 		– Sell
-8,546
Closed -$361K – 160
2025
Q1 		$361K Buy
8,546
+265
+3% +$12.2K 0.42% 80
2024
Q4 		$405K Sell
8,281
-1,313
-14% -$64.6K 0.17% 159
2024
Q3 		$439K Buy
9,594
+457
+5% +$20K 0.16% 174
2024
Q2 		$363K Buy
+9,137
New +$373K 0.15% 171

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

New Century Financial Group's USB Position: Q2 2025 in Review

New Century Financial Group sold out of US Bancorp (USB) in Q2 2025, closing a stake of 8,546 shares — an estimated $361K sold.

New Century Financial Group first reported a position in USB in Q2 2024 and held it in 4 quarters. The position peaked at $439K in Q3 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • New Century Financial Group reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 8,546 US Bancorp shares in Q2 2025, an estimated $361K.
  • New Century Financial Group first reported a position in US Bancorp in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's US Bancorp position peaked at $439K in Q3 2024.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.