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Petros Family Wealth’s US Bancorp USB Stock Holding History

Petros Family Wealth’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
Q4 		– Sell
-7,739
Closed -$374K – 172
2025
Q3 		$374K Buy
7,739
+29
+0.4% +$1.37K 0.31% 85
2025
Q2 		$349K Sell
7,710
-266
-3% -$11.2K 0.32% 88
2025
Q1 		$337K Sell
7,976
-221
-3% -$10.2K 0.37% 77
2024
Q4 		$392K Buy
+8,197
New +$403K 0.42% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Petros Family Wealth's USB Position: Q4 2025 in Review

Petros Family Wealth sold out of US Bancorp (USB) in Q4 2025, closing a stake of 7,739 shares — an estimated $374K sold.

Petros Family Wealth first reported a position in USB in Q4 2024 and held it in 4 quarters. The position peaked at $392K in Q4 2024. 2,005 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Petros Family Wealth reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 7,739 US Bancorp shares in Q4 2025, an estimated $374K.
  • Petros Family Wealth first reported a position in US Bancorp in Q4 2024 and held it in 4 quarters.
  • Petros Family Wealth's US Bancorp position peaked at $392K in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.