SFA
USB icon

Semmax Financial Advisors’s US Bancorp USB Stock Holding History

Semmax Financial 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
Q2 		– Sell
-26
Closed -$1.09K – 464
2025
Q1 		$1.09K Buy
+26
New +$1.2K ﹤0.01% 347
2020
Q2 		– Sell
-23
Closed -$1K – 298
2020
Q1 		$1K Buy
+23
New +$1.11K ﹤0.01% 264
2019
Q4 		– Sell
-345
Closed -$19K – 301
2019
Q3 		$19K Buy
+345
New +$18.6K 0.01% 146

Other funds holding USB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Semmax Financial Advisors's USB Position: Q2 2025 in Review

Semmax Financial Advisors sold out of US Bancorp (USB) in Q2 2025, closing a stake of 26 shares — an estimated $1.09K sold.

Semmax Financial Advisors first reported a position in USB in Q3 2019 and held it in 3 quarters. The position peaked at $19K in Q3 2019. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Semmax Financial Advisors reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Semmax Financial Advisors sold 26 US Bancorp shares in Q2 2025, an estimated $1.09K.
  • Semmax Financial Advisors first reported a position in US Bancorp in Q3 2019 and held it in 3 quarters.
  • Semmax Financial Advisors's US Bancorp position peaked at $19K in Q3 2019.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.