RBC
USB icon

Roble Belko & Company’s US Bancorp USB Stock Holding History

Roble Belko & Company’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
2022
Q1 		– Sell
-47
Closed -$3K – 400
2021
Q4 		$3K Buy
+47
New +$2.78K ﹤0.01% 303
2019
Q2 		– Sell
-218
Closed -$11K – 358
2019
Q1 		$11K Buy
+218
New +$10.9K ﹤0.01% 221
2016
Q4 		– Sell
-2,100
Closed -$90K – 419
2016
Q3 		$90K Hold
2,100
– – 0.05% 80
2016
Q2 		$85K Buy
+2,100
New +$87.4K 0.05% 84

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Roble Belko & Company's USB Position: Q1 2022 in Review

Roble Belko & Company sold out of US Bancorp (USB) in Q1 2022, closing a stake of 47 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in USB in Q2 2016 and held it in 4 quarters. The position peaked at $90K in Q3 2016. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Roble Belko & Company reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Roble Belko & Company sold 47 US Bancorp shares in Q1 2022, an estimated $3K.
  • Roble Belko & Company first reported a position in US Bancorp in Q2 2016 and held it in 4 quarters.
  • Roble Belko & Company's US Bancorp position peaked at $90K in Q3 2016.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Roble Belko & Company's 13F filing for Q1 2022, filed 6 May 2022.