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Pacific Capital Wealth Advisors’s US Bancorp USB Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-35
Closed -$1.67K – 361
2024
Q4 		$1.67K Sell
35
-31
-47% -$1.52K ﹤0.01% 355
2024
Q3 		$3.02K Buy
66
+31
+89% +$1.36K ﹤0.01% 378
2024
Q2 		$1.39K Hold
35
– – ﹤0.01% 453
2024
Q1 		$1.56K Hold
35
– – ﹤0.01% 460
2023
Q4 		$1.51K Buy
+35
New +$1.28K ﹤0.01% 297

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 $3.38T AUM 44.17% 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

Pacific Capital Wealth Advisors's USB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of US Bancorp (USB) in Q1 2025, closing a stake of 35 shares — an estimated $1.67K sold.

Pacific Capital Wealth Advisors first reported a position in USB in Q4 2023 and held it in 5 quarters. The position peaked at $3.02K in Q3 2024. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 35 US Bancorp shares in Q1 2025, an estimated $1.67K.
  • Pacific Capital Wealth Advisors first reported a position in US Bancorp in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's US Bancorp position peaked at $3.02K in Q3 2024.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.