SageView Advisory Group’s US Bancorp USB Stock Holding History

SageView Advisory Group’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	$2.21M	Sell	41,490 -21,718	-34%	-$1.07M	0.07%	143
2025 Q3	$3.05M	Buy	63,208 +29,801	+89%	+$1.41M	0.11%	122
2025 Q2	$1.54M	Sell	33,407 -4,753	-12%	-$200K	0.06%	180
2025 Q1	$1.61M	Sell	38,160 -4,690	-11%	-$216K	0.07%	148
2024 Q4	$2.05M	Buy	42,850 +7,334	+21%	+$361K	0.09%	125
2024 Q3	$1.62M	Sell	35,516 -655	-2%	-$28.7K	0.08%	133
2024 Q2	$1.44M	Buy	+36,171	New	+$1.48M	0.07%	172
2024 Q1	–	Sell	-47,478	Closed	-$2.06M	–	813
2023 Q4	$2.06M	Buy	47,478 +10,938	+30%	+$400K	0.09%	137
2023 Q3	$1.21M	Buy	36,540 +5,831	+19%	+$212K	0.07%	182
2023 Q2	$1.01M	Sell	30,709 -5,597	-15%	-$181K	0.06%	224
2023 Q1	$1.31M	Buy	36,306 +14,150	+64%	+$630K	0.08%	165
2022 Q4	$966K	Buy	+22,156	New	+$948K	0.08%	158

Other funds holding USB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's USB Position: Q4 2025 in Review

SageView Advisory Group reduced its US Bancorp (USB) stake by 34% in Q4 2025, selling an estimated $1.07M and leaving 41,490 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #143.

SageView Advisory Group first reported a position in USB in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold USB as of Q4 2025.

SageView Advisory Group held 41,490 shares of US Bancorp worth $2.21M as of Q4 2025.
SageView Advisory Group sold 21,718 US Bancorp shares in Q4 2025, an estimated $1.07M.
US Bancorp made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #143 holding.
SageView Advisory Group first reported a position in US Bancorp in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's US Bancorp position peaked at $3.05M in Q3 2025.
2,005 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.