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Slocum, Gordon & Co’s US Bancorp USB Stock Holding History

Slocum, Gordon & Co’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
-1,000
Closed -$42.2K – 141
2025
Q1 		$42.2K Hold
1,000
– – 0.03% 87
2024
Q4 		$47.8K Hold
1,000
– – 0.04% 85
2024
Q3 		$45.7K Hold
1,000
– – 0.02% 85
2024
Q2 		$39.7K Hold
1,000
– – 0.03% 92
2024
Q1 		$44.7K Hold
1,000
– – 0.03% 86
2023
Q4 		$43.3K Hold
1,000
– – 0.04% 87
2023
Q3 		$33.1K Hold
1,000
– – 0.03% 93
2023
Q2 		$33K Hold
1,000
– – 0.02% 87
2023
Q1 		$36K Hold
1,000
– – 0.03% 89
2022
Q4 		$43.6K Buy
+1,000
New +$42.8K 0.03% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Slocum, Gordon & Co's USB Position: Q2 2025 in Review

Slocum, Gordon & Co sold out of US Bancorp (USB) in Q2 2025, closing a stake of 1,000 shares — an estimated $42.2K sold.

Slocum, Gordon & Co first reported a position in USB in Q4 2022 and held it in 10 quarters. The position peaked at $47.8K in Q4 2024. 1,837 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Slocum, Gordon & Co reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 1,000 US Bancorp shares in Q2 2025, an estimated $42.2K.
  • Slocum, Gordon & Co first reported a position in US Bancorp in Q4 2022 and held it in 10 quarters.
  • Slocum, Gordon & Co's US Bancorp position peaked at $47.8K in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Slocum, Gordon & Co's 13F filing for Q2 2025, filed 19 Aug 2025.