PIAS
USB icon

PCA Investment Advisory Services’s US Bancorp USB Stock Holding History

PCA Investment Advisory 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
2023
Q3 		– Sell
-1,099
Closed -$36.3K – 398
2023
Q2 		$36.3K Buy
+1,099
New +$35.5K 0.02% 292

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA Investment Advisory Services's USB Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of US Bancorp (USB) in Q3 2023, closing a stake of 1,099 shares — an estimated $36.3K sold.

PCA Investment Advisory Services first reported a position in USB in Q2 2023 and held it in 1 quarter. The position peaked at $36.3K in Q2 2023. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,099 US Bancorp shares in Q3 2023, an estimated $36.3K.
  • PCA Investment Advisory Services first reported a position in US Bancorp in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's US Bancorp position peaked at $36.3K in Q2 2023.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.