RCA
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Ranch Capital Advisors’s US Bancorp USB Stock Holding History

Ranch Capital 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
Q4 		– Sell
-762
Closed -$45K – 556
2021
Q3 		$45K Buy
+762
New +$43.4K 0.03% 277
2021
Q2 		– Sell
-462
Closed -$27.1K – 339
2021
Q1 		$25K Hold
462
– – 0.02% 423
2020
Q4 		$21K Buy
462
+150
+48% +$6.35K 0.02% 466
2020
Q3 		$11K Hold
312
– – 0.01% 593
2020
Q2 		$11K Hold
312
– – 0.01% 613
2020
Q1 		$10K Sell
312
-161
-34% -$7.76K 0.01% 591
2019
Q4 		$28K Buy
+473
New +$27.3K 0.02% 444

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Ranch Capital Advisors's USB Position: Q4 2021 in Review

Ranch Capital Advisors sold out of US Bancorp (USB) in Q4 2021, closing a stake of 762 shares — an estimated $45K sold.

Ranch Capital Advisors first reported a position in USB in Q4 2019 and held it in 7 quarters. The position peaked at $45K in Q3 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Ranch Capital Advisors reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 762 US Bancorp shares in Q4 2021, an estimated $45K.
  • Ranch Capital Advisors first reported a position in US Bancorp in Q4 2019 and held it in 7 quarters.
  • Ranch Capital Advisors's US Bancorp position peaked at $45K in Q3 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.