Pinnacle Wealth Advisors’s US Bancorp USB Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$19.2M	Buy	+337,110	New	+$19.8M	0.78%	32

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Pinnacle Wealth Advisors's USB Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in US Bancorp (USB) in Q2 2021: 337,110 shares worth $19.2M. The stake represents 0.78% of the portfolio and ranks #32 among its holdings.

1,649 funds tracked by Wall St. Rank hold USB as of Q2 2021.

Pinnacle Wealth Advisors held 337,110 shares of US Bancorp worth $19.2M as of Q2 2021.
US Bancorp was a new Pinnacle Wealth Advisors position in Q2 2021.
US Bancorp made up 0.78% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #32 holding.
1,649 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.