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SOA Wealth Advisors’s US Bancorp USB Stock Holding History

SOA Wealth 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
Q4 		– Sell
-241
Closed -$11.6K – 911
2025
Q3 		$11.6K Buy
+241
New +$11.4K ﹤0.01% 590
2022
Q2 		– Sell
-98
Closed -$5K – 1041
2022
Q1 		$5K Hold
98
– – ﹤0.01% 700
2021
Q4 		$5K Hold
98
– – ﹤0.01% 672
2021
Q3 		$5K Buy
+98
New +$5.58K ﹤0.01% 695

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SOA Wealth Advisors's USB Position: Q4 2025 in Review

SOA Wealth Advisors sold out of US Bancorp (USB) in Q4 2025, closing a stake of 241 shares — an estimated $11.6K sold.

SOA Wealth Advisors first reported a position in USB in Q3 2021 and held it in 4 quarters. The position peaked at $11.6K in Q3 2025. 2,004 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • SOA Wealth Advisors reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 241 US Bancorp shares in Q4 2025, an estimated $11.6K.
  • SOA Wealth Advisors first reported a position in US Bancorp in Q3 2021 and held it in 4 quarters.
  • SOA Wealth Advisors's US Bancorp position peaked at $11.6K in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.