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Peterson Financial Group’s US Bancorp USB Stock Holding History

Peterson Financial 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
2024
Q3 		$13K Buy
+284
New +$12.5K 0.05% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Peterson Financial Group's USB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in US Bancorp (USB) in Q3 2024: 284 shares worth $13K. The stake represents 0.05% of the portfolio and ranks #182 among its holdings.

1,713 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Peterson Financial Group held 284 shares of US Bancorp worth $13K as of Q3 2024.
  • US Bancorp was a new Peterson Financial Group position in Q3 2024.
  • US Bancorp made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #182 holding.
  • 1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.