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Priebe Wealth Holdings’s US Bancorp USB Stock Holding History

Priebe Wealth Holdings’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
Q2 		– Sell
-5,203
Closed -$220K – 76
2025
Q1 		$220K Buy
5,203
+125
+2% +$5.77K 0.14% 71
2024
Q4 		$243K Buy
5,078
+215
+4% +$10.6K 0.16% 59
2024
Q3 		$222K Buy
+4,863
New +$213K 0.16% 56
2024
Q2 		– Sell
-4,579
Closed -$205K – 62
2024
Q1 		$205K Sell
4,579
-245
-5% -$10.3K 0.16% 59
2023
Q4 		$209K Buy
+4,824
New +$176K 0.17% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Priebe Wealth Holdings's USB Position: Q2 2025 in Review

Priebe Wealth Holdings sold out of US Bancorp (USB) in Q2 2025, closing a stake of 5,203 shares — an estimated $220K sold.

Priebe Wealth Holdings first reported a position in USB in Q4 2023 and held it in 5 quarters. The position peaked at $243K in Q4 2024. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Priebe Wealth Holdings reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Priebe Wealth Holdings sold 5,203 US Bancorp shares in Q2 2025, an estimated $220K.
  • Priebe Wealth Holdings first reported a position in US Bancorp in Q4 2023 and held it in 5 quarters.
  • Priebe Wealth Holdings's US Bancorp position peaked at $243K in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.