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Partners Capital Investment Group’s US Bancorp USB Stock Holding History

Partners Capital Investment 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
Q3 		– Sell
-82,331
Closed -$3.73M – 168
2025
Q2 		$3.73M Sell
82,331
-105,521
-56% -$4.44M 0.15% 77
2025
Q1 		$7.93M Buy
187,852
+89,673
+91% +$4.14M 0.13% 83
2024
Q4 		$4.7M Sell
98,179
-154,597
-61% -$7.61M 0.13% 70
2024
Q3 		$11.6M Sell
252,776
-14,595
-5% -$640K 0.18% 62
2024
Q2 		$10.6M Buy
+267,371
New +$10.9M 0.18% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Partners Capital Investment Group's USB Position: Q3 2025 in Review

Partners Capital Investment Group sold out of US Bancorp (USB) in Q3 2025, closing a stake of 82,331 shares — an estimated $3.73M sold.

Partners Capital Investment Group first reported a position in USB in Q2 2024 and held it in 5 quarters. The position peaked at $11.6M in Q3 2024. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Partners Capital Investment Group reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 82,331 US Bancorp shares in Q3 2025, an estimated $3.73M.
  • Partners Capital Investment Group first reported a position in US Bancorp in Q2 2024 and held it in 5 quarters.
  • Partners Capital Investment Group's US Bancorp position peaked at $11.6M in Q3 2024.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Partners Capital Investment Group's 13F filing for Q3 2025, filed 31 Oct 2025.