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Riverwater Partners’s US Bancorp USB Stock Holding History

Riverwater Partners’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
Q3 		– Sell
-5,676
Closed -$257K – 229
2025
Q2 		$257K Sell
5,676
-959
-14% -$40.3K 0.12% 182
2025
Q1 		$280K Hold
6,635
– – 0.14% 166
2024
Q4 		$317K Buy
6,635
+4
+0.1% +$197 0.15% 157
2024
Q3 		$293K Hold
6,631
– – 0.15% 168
2024
Q2 		$263K Hold
6,631
– – 0.2% 154
2024
Q1 		$296K Buy
+6,631
New +$280K 0.22% 148

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Riverwater Partners's USB Position: Q3 2025 in Review

Riverwater Partners sold out of US Bancorp (USB) in Q3 2025, closing a stake of 5,676 shares — an estimated $257K sold.

Riverwater Partners first reported a position in USB in Q1 2024 and held it in 6 quarters. The position peaked at $317K in Q4 2024. 1,870 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Riverwater Partners reported no remaining US Bancorp position as of Q3 2025 after selling out during the quarter.
  • Riverwater Partners sold 5,676 US Bancorp shares in Q3 2025, an estimated $257K.
  • Riverwater Partners first reported a position in US Bancorp in Q1 2024 and held it in 6 quarters.
  • Riverwater Partners's US Bancorp position peaked at $317K in Q4 2024.
  • 1,870 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Riverwater Partners's 13F filing for Q3 2025, filed 31 Oct 2025.