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Ruedi Wealth Management’s US Bancorp USB Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-264
Closed -$11.1K – 305
2025
Q1 		$11.1K Hold
264
– – ﹤0.01% 159
2024
Q4 		$12.6K Hold
264
– – ﹤0.01% 152
2024
Q3 		$12.1K Hold
264
– – ﹤0.01% 158
2024
Q2 		$10.5K Hold
264
– – ﹤0.01% 177
2024
Q1 		$11.8K Hold
264
– – 0.01% 154
2023
Q4 		$11.4K Buy
264
+164
+164% +$6K 0.01% 139
2023
Q3 		$3.31K Buy
+100
New +$3.64K ﹤0.01% 170

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 $3.38T AUM 44.17% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Ruedi Wealth Management's USB Position: Q2 2025 in Review

Ruedi Wealth Management sold out of US Bancorp (USB) in Q2 2025, closing a stake of 264 shares — an estimated $11.1K sold.

Ruedi Wealth Management first reported a position in USB in Q3 2023 and held it in 7 quarters. The position peaked at $12.6K in Q4 2024. 1,838 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Ruedi Wealth Management reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 264 US Bancorp shares in Q2 2025, an estimated $11.1K.
  • Ruedi Wealth Management first reported a position in US Bancorp in Q3 2023 and held it in 7 quarters.
  • Ruedi Wealth Management's US Bancorp position peaked at $12.6K in Q4 2024.
  • 1,838 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.