R Squared’s US Bancorp USB Stock Holding History

R Squared’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 Q4	–	Sell	-6,084	Closed	-$294K	–	729
2025 Q3	$294K	Sell	6,084 -980	-14%	-$46.4K	0.13%	261
2025 Q2	$320K	Sell	7,064 -16,766	-70%	-$705K	0.18%	205
2025 Q1	$1.01M	Buy	23,830 +23,351	+4,875%	+$1.08M	1.08%	10
2024 Q4	$22.9K	Buy	+479	New	+$23.6K	0.02%	813

Other funds holding USB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

R Squared's USB Position: Q4 2025 in Review

R Squared sold out of US Bancorp (USB) in Q4 2025, closing a stake of 6,084 shares — an estimated $294K sold.

R Squared first reported a position in USB in Q4 2024 and held it in 4 quarters. The position peaked at $1.01M in Q1 2025. 2,011 funds tracked by Wall St. Rank hold USB as of Q4 2025.

R Squared reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
R Squared sold 6,084 US Bancorp shares in Q4 2025, an estimated $294K.
R Squared first reported a position in US Bancorp in Q4 2024 and held it in 4 quarters.
R Squared's US Bancorp position peaked at $1.01M in Q1 2025.
2,011 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.