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Sonora Investment Management Group’s US Bancorp USB Stock Holding History

Sonora Investment Management Group’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
Q3 		$10.3M Sell
212,183
-7,857
-4% -$372K 0.73% 46
2025
Q2 		$9.96M Buy
220,040
+1,066
+0.5% +$44.8K 0.74% 44
2025
Q1 		$9.25M Sell
218,974
-3,007
-1% -$139K 0.73% 46
2024
Q4 		$10.6M Sell
221,981
-2,451
-1% -$121K 0.81% 42
2024
Q3 		$10.3M Sell
224,432
-16,661
-7% -$731K 0.76% 50
2024
Q2 		$10.8M Hold
241,093
– – 0.84% 42
2024
Q1 		$10.8M Sell
241,093
-5,908
-2% -$249K 0.84% 42
2023
Q4 		$10.7M Sell
247,001
-1,909
-0.8% -$69.8K 0.87% 45
2023
Q3 		$8.23M Sell
248,910
-7,553
-3% -$275K 0.7% 50
2023
Q2 		$8.47M Buy
256,463
+13,466
+6% +$435K 0.71% 51
2023
Q1 		$8.76M Buy
242,997
+22,473
+10% +$1M 0.76% 48
2022
Q4 		$9.62M Buy
220,524
+16,410
+8% +$702K 0.88% 39
2022
Q3 		$9.39M Hold
204,114
– – 1.21% 27
2022
Q2 		$9.39M Buy
204,114
+20,590
+11% +$1.03M 0.89% 37
2022
Q1 		$9.75M Buy
183,524
+8,778
+5% +$504K 1.1% 30
2021
Q4 		$9.81M Buy
+174,746
New +$10.3M 1.14% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sonora Investment Management Group's USB Position: Q3 2025 in Review

Sonora Investment Management Group reduced its US Bancorp (USB) stake by 3.6% in Q3 2025, selling an estimated $372K and leaving 212,183 shares worth $10.3M. The position accounts for 0.73% of the portfolio, ranked #46.

Sonora Investment Management Group first reported a position in USB in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.8M in Q2 2024. 1,869 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Sonora Investment Management Group held 212,183 shares of US Bancorp worth $10.3M as of Q3 2025.
  • Sonora Investment Management Group sold 7,857 US Bancorp shares in Q3 2025, an estimated $372K.
  • US Bancorp made up 0.73% of Sonora Investment Management Group's portfolio in Q3 2025, its #46 holding.
  • Sonora Investment Management Group first reported a position in US Bancorp in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's US Bancorp position peaked at $10.8M in Q2 2024.
  • 1,869 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.