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Simon Quick Advisors’s US Bancorp USB Stock Holding History

Simon Quick 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
-10,962
Closed -$463K – 635
2025
Q1 		$463K Buy
10,962
+4,905
+81% +$226K 0.03% 315
2024
Q4 		$290K Buy
6,057
+398
+7% +$19.6K 0.02% 359
2024
Q3 		$259K Buy
+5,659
New +$248K 0.02% 352
2020
Q1 		– Sell
-464
Closed -$28K – 710
2019
Q4 		$28K Buy
464
+424
+1,060% +$24.5K 0.01% 295
2019
Q3 		$2K Sell
40
-78
-66% -$4.21K ﹤0.01% 352
2019
Q2 		$6.18K Buy
+118
New +$6.08K ﹤0.01% 266
2018
Q4 		– Sell
-94
Closed -$5K – 373
2018
Q3 		$5K Sell
94
-27
-22% -$1.43K ﹤0.01% 263
2018
Q2 		$6K Buy
121
+27
+29% +$1.37K ﹤0.01% 287
2018
Q1 		$5K Hold
94
– – ﹤0.01% 264
2017
Q4 		$5K Buy
+94
New +$5.06K ﹤0.01% 369
2017
Q1 		– Sell
-1,400
Closed -$72K – 384
2016
Q4 		$72K Buy
+1,400
New +$66.6K 0.05% 139

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

Simon Quick Advisors's USB Position: Q2 2025 in Review

Simon Quick Advisors sold out of US Bancorp (USB) in Q2 2025, closing a stake of 10,962 shares — an estimated $463K sold.

Simon Quick Advisors first reported a position in USB in Q4 2016 and held it in 11 quarters. The position peaked at $463K in Q1 2025. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Simon Quick Advisors reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 10,962 US Bancorp shares in Q2 2025, an estimated $463K.
  • Simon Quick Advisors first reported a position in US Bancorp in Q4 2016 and held it in 11 quarters.
  • Simon Quick Advisors's US Bancorp position peaked at $463K in Q1 2025.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.