PSI Advisors’s US Bancorp USB Stock Holding History

PSI 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
2025 Q2	–	Sell	-10	Closed	-$422	–	652
2025 Q1	$422	Sell	10 -400	-98%	-$18.5K	﹤0.01%	691
2024 Q4	$19.6K	Hold	410	–	–	0.01%	423
2024 Q3	$18.8K	Hold	410	–	–	0.01%	432
2024 Q2	$16.3K	Sell	410 -699	-63%	-$28.5K	0.01%	442
2024 Q1	$49.6K	Buy	1,109 +699	+170%	+$29.5K	0.02%	250
2023 Q4	$17.7K	Hold	410	–	–	0.01%	432
2023 Q3	$13.6K	Hold	410	–	–	0.01%	453
2023 Q2	$13.5K	Buy	410 +400	+4,000%	+$12.9K	0.01%	448
2023 Q1	$360	Sell	10 -389	-97%	-$17.3K	﹤0.01%	726
2022 Q4	$17.4K	Buy	399 +4	+1%	+$171	0.01%	343
2022 Q3	$16K	Buy	395 +4	+1%	+$185	0.01%	361
2022 Q2	$18K	Buy	391 +3	+0.8%	+$150	0.01%	369
2022 Q1	$21K	Buy	388 +3	+0.8%	+$172	0.01%	365
2021 Q4	$22K	Buy	385 +12	+3%	+$710	0.01%	390
2021 Q3	$22K	Buy	+373	New	+$21.2K	0.01%	375
2020 Q1	–	Sell	-553	Closed	-$32K	–	561
2019 Q4	$32K	Buy	+553	New	+$32K	0.02%	314

Other funds holding USB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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