SPWM
USB icon

Spartan Planning & Wealth Management’s US Bancorp USB Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$96.6K Buy
2,232
+2,227
+44,540% +$81.4K 0.1% 95
2023
Q3 		$165 Buy
+5
New +$182 ﹤0.01% 155

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Spartan Planning & Wealth Management's USB Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its US Bancorp (USB) stake by 44,540% in Q4 2023, buying an estimated $81.4K and bringing the position to 2,232 shares worth $96.6K. The position accounts for 0.1% of the portfolio, ranked #95.

Spartan Planning & Wealth Management first reported a position in USB in Q3 2023 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.

  • Spartan Planning & Wealth Management held 2,232 shares of US Bancorp worth $96.6K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 2,227 US Bancorp shares in Q4 2023, an estimated $81.4K.
  • US Bancorp made up 0.1% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #95 holding.
  • Spartan Planning & Wealth Management first reported a position in US Bancorp in Q3 2023 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.