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Security National Bank of Sioux City Iowa’s US Bancorp USB Stock Holding History

Security National Bank of Sioux City Iowa’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 		– Sell
-9,439
Closed -$451K – 93
2024
Q4 		$451K Hold
9,439
– – 0.32% 65
2024
Q3 		$432K Sell
9,439
-300
-3% -$13.2K 0.26% 71
2024
Q2 		$387K Sell
9,739
-301
-3% -$12.3K 0.28% 68
2024
Q1 		$449K Sell
10,040
-99
-1% -$4.18K 0.32% 64
2023
Q4 		$439K Hold
10,139
– – 0.33% 64
2023
Q3 		$335K Hold
10,139
– – 0.26% 72
2023
Q2 		$335K Buy
+10,139
New +$328K 0.25% 71
2022
Q4 		$456K Hold
10,449
– – 0.35% 67
2022
Q3 		$421K Hold
10,449
– – 0.37% 66
2022
Q2 		$481K Sell
10,449
-500
-5% -$25K 0.41% 62
2022
Q1 		$582K Sell
10,949
-200
-2% -$11.5K 0.43% 58
2021
Q4 		$626K Sell
11,149
-200
-2% -$11.8K 0.43% 60
2021
Q3 		$675K Buy
+11,349
New +$646K 0.52% 59
2021
Q2 		– Sell
-11,724
Closed -$648K – 124
2021
Q1 		$648K Hold
11,724
– – 0.52% 55
2020
Q4 		$546K Hold
11,724
– – 0.47% 58
2020
Q3 		$420K Hold
11,724
– – 0.39% 59
2020
Q2 		$432K Hold
11,724
– – 0.46% 56
2020
Q1 		$404K Buy
11,724
+400
+4% +$19.3K 0.52% 56
2019
Q4 		$671K Sell
11,324
-210
-2% -$12.1K 0.66% 54
2019
Q3 		$638K Hold
11,534
– – 0.73% 47
2019
Q2 		$604K Hold
11,534
– – 0.71% 50
2019
Q1 		$556K Hold
11,534
– – 0.64% 51
2018
Q4 		$527K Buy
11,534
+1,039
+10% +$53.5K 0.55% 55
2018
Q3 		$554K Hold
10,495
– – 0.49% 60
2018
Q2 		$525K Hold
10,495
– – 0.49% 62
2018
Q1 		$530K Hold
10,495
– – 0.5% 68
2017
Q4 		$562K Buy
10,495
+495
+5% +$26.6K 0.51% 68
2017
Q3 		$536K Sell
10,000
-3,000
-23% -$157K 0.52% 69
2017
Q2 		$675K Sell
13,000
-8,000
-38% -$412K 0.66% 68
2017
Q1 		$1.08M Buy
+21,000
New +$1.12M 1.07% 40

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Security National Bank of Sioux City Iowa's USB Position: Q1 2025 in Review

Security National Bank of Sioux City Iowa sold out of US Bancorp (USB) in Q1 2025, closing a stake of 9,439 shares — an estimated $451K sold.

Security National Bank of Sioux City Iowa first reported a position in USB in Q1 2017 and held it in 30 quarters. The position peaked at $1.08M in Q1 2017. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Security National Bank of Sioux City Iowa reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 9,439 US Bancorp shares in Q1 2025, an estimated $451K.
  • Security National Bank of Sioux City Iowa first reported a position in US Bancorp in Q1 2017 and held it in 30 quarters.
  • Security National Bank of Sioux City Iowa's US Bancorp position peaked at $1.08M in Q1 2017.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2025, filed 20 May 2025.