Parkside Investments’s US Bancorp USB Stock Holding History

Parkside Investments’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	-14,000	Closed	-$670K	–	96
2024 Q4	$670K	Sell	14,000 -6,000	-30%	-$295K	0.1%	73
2024 Q3	$915K	Buy	+20,000	New	+$877K	0.14%	65

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Parkside Investments's USB Position: Q1 2025 in Review

Parkside Investments sold out of US Bancorp (USB) in Q1 2025, closing a stake of 14,000 shares — an estimated $670K sold.

Parkside Investments first reported a position in USB in Q3 2024 and held it in 2 quarters. The position peaked at $915K in Q3 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

Parkside Investments reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
Parkside Investments sold 14,000 US Bancorp shares in Q1 2025, an estimated $670K.
Parkside Investments first reported a position in US Bancorp in Q3 2024 and held it in 2 quarters.
Parkside Investments's US Bancorp position peaked at $915K in Q3 2024.
1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Parkside Investments's 13F filing for Q1 2025, filed 16 Apr 2025.