Oldfather Financial Services’s US Bancorp USB Stock Holding History

Oldfather Financial Services’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	$800K	Hold	15,000	–	–	0.24%	45
2025 Q3	$725K	Hold	15,000	–	–	0.23%	43
2025 Q2	$679K	Sell	15,000 -439	-3%	-$18.5K	0.23%	43
2025 Q1	$652K	Buy	15,439 +390	+3%	+$18K	0.25%	41
2024 Q4	$720K	Hold	15,049	–	–	0.27%	39
2024 Q3	$688K	Buy	15,049 +49	+0.3%	+$2.15K	0.26%	37
2024 Q2	$596K	Hold	15,000	–	–	0.24%	39
2024 Q1	$671K	Hold	15,000	–	–	0.28%	36
2023 Q4	$649K	Hold	15,000	–	–	0.29%	36
2023 Q3	$496K	Hold	15,000	–	–	0.25%	38
2023 Q2	$496K	Hold	15,000	–	–	0.24%	40
2023 Q1	$541K	Buy	+15,000	New	+$668K	0.28%	39

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

Oldfather Financial Services's USB Position: Q4 2025 in Review

Oldfather Financial Services held its US Bancorp (USB) position steady in Q4 2025 at 15,000 shares worth $800K. The position accounts for 0.24% of the portfolio, ranked #45.

Oldfather Financial Services first reported a position in USB in Q1 2023 and has held it in 12 quarters since. 2,005 funds tracked by Wall St. Rank hold USB as of Q4 2025.

Oldfather Financial Services held 15,000 shares of US Bancorp worth $800K as of Q4 2025.
Oldfather Financial Services left its US Bancorp share count unchanged in Q4 2025.
US Bancorp made up 0.24% of Oldfather Financial Services's portfolio in Q4 2025, its #45 holding.
Oldfather Financial Services first reported a position in US Bancorp in Q1 2023 and has held it in 12 quarters since.
2,005 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.