Schechter Investment Advisors’s US Bancorp USB Stock Holding History

Schechter Investment 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
2025 Q1	$230K	Sell	5,444 -502	-8%	-$23.2K	0.02%	527
2024 Q4	$284K	Sell	5,946 -811	-12%	-$39.9K	0.02%	504
2024 Q3	$309K	Buy	6,757 +899	+15%	+$39.4K	0.02%	490
2024 Q2	$233K	Buy	+5,858	New	+$239K	0.02%	527
2023 Q1	–	Sell	-6,020	Closed	-$263K	–	739
2022 Q4	$263K	Buy	6,020 +654	+12%	+$28K	0.02%	668
2022 Q3	$216K	Sell	5,366 -980	-15%	-$45.3K	0.02%	813
2022 Q2	$292K	Buy	6,346 +52	+0.8%	+$2.6K	0.03%	723
2022 Q1	$335K	Buy	6,294 +926	+17%	+$53.2K	0.03%	665
2021 Q4	$301K	Buy	+5,368	New	+$317K	0.03%	677

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Schechter Investment Advisors's USB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its US Bancorp (USB) stake by 8.4% in Q1 2025, selling an estimated $23.2K and leaving 5,444 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #527.

Schechter Investment Advisors first reported a position in USB in Q4 2021 and has held it in 9 quarters since. The position peaked at $335K in Q1 2022. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

Schechter Investment Advisors held 5,444 shares of US Bancorp worth $230K as of Q1 2025.
Schechter Investment Advisors sold 502 US Bancorp shares in Q1 2025, an estimated $23.2K.
US Bancorp made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #527 holding.
Schechter Investment Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 9 quarters since.
Schechter Investment Advisors's US Bancorp position peaked at $335K in Q1 2022.
1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.