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Parkworth Wealth Management’s US Bancorp USB Stock Holding History

Parkworth Wealth 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
Q2 		$1.31K Buy
29
+11
+61% +$463 ﹤0.01% 350
2025
Q1 		$760 Hold
18
– – ﹤0.01% 321
2024
Q4 		$861 Buy
+18
New +$885 ﹤0.01% 312

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

Parkworth Wealth Management's USB Position: Q2 2025 in Review

Parkworth Wealth Management increased its US Bancorp (USB) stake by 61% in Q2 2025, buying an estimated $463 and bringing the position to 29 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Parkworth Wealth Management first reported a position in USB in Q4 2024 and has held it in 3 quarters since. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Parkworth Wealth Management held 29 shares of US Bancorp worth $1.31K as of Q2 2025.
  • Parkworth Wealth Management bought 11 US Bancorp shares in Q2 2025, an estimated $463.
  • US Bancorp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #350 holding.
  • Parkworth Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 3 quarters since.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.