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Quantum Financial Advisors’s US Bancorp USB Stock Holding History

Quantum Financial 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
Q1 		– Sell
-4,194
Closed -$201K – 201
2024
Q4 		$201K Buy
+4,194
New +$206K 0.03% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Quantum Financial Advisors's USB Position: Q1 2025 in Review

Quantum Financial Advisors sold out of US Bancorp (USB) in Q1 2025, closing a stake of 4,194 shares — an estimated $201K sold.

Quantum Financial Advisors first reported a position in USB in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Quantum Financial Advisors reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 4,194 US Bancorp shares in Q1 2025, an estimated $201K.
  • Quantum Financial Advisors first reported a position in US Bancorp in Q4 2024 and held it in 1 quarter.
  • Quantum Financial Advisors's US Bancorp position peaked at $201K in Q4 2024.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Quantum Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.