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Pinnacle Private Wealth’s US Bancorp USB Stock Holding History

Pinnacle Private 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
2022
Q2 		$222K Sell
4,822
-360
-7% -$18K 0.09% 242
2022
Q1 		$275K Sell
5,182
-333
-6% -$19.1K 0.09% 236
2021
Q4 		$310K Buy
+5,515
New +$326K 0.1% 206

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Private Wealth's USB Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its US Bancorp (USB) stake by 6.9% in Q2 2022, selling an estimated $18K and leaving 4,822 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #242.

Pinnacle Private Wealth first reported a position in USB in Q4 2021 and has held it in 3 quarters since. The position peaked at $310K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Pinnacle Private Wealth held 4,822 shares of US Bancorp worth $222K as of Q2 2022.
  • Pinnacle Private Wealth sold 360 US Bancorp shares in Q2 2022, an estimated $18K.
  • US Bancorp made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #242 holding.
  • Pinnacle Private Wealth first reported a position in US Bancorp in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's US Bancorp position peaked at $310K in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.