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Piershale Financial Group’s US Bancorp USB Stock Holding History

Piershale 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
2023
Q2 		$102K Hold
3,086
– – 0.07% 25
2023
Q1 		$111K Hold
3,086
– – 0.09% 18
2022
Q4 		$135K Buy
+3,086
New +$132K 0.11% 17

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piershale Financial Group's USB Position: Q2 2023 in Review

Piershale Financial Group held its US Bancorp (USB) position steady in Q2 2023 at 3,086 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #25.

Piershale Financial Group first reported a position in USB in Q4 2022 and has held it in 3 quarters since. The position peaked at $135K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • Piershale Financial Group held 3,086 shares of US Bancorp worth $102K as of Q2 2023.
  • Piershale Financial Group left its US Bancorp share count unchanged in Q2 2023.
  • US Bancorp made up 0.07% of Piershale Financial Group's portfolio in Q2 2023, its #25 holding.
  • Piershale Financial Group first reported a position in US Bancorp in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's US Bancorp position peaked at $135K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.