SWC
USB icon

Spectrum Wealth Counsel’s US Bancorp USB Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$37.4K Hold
885
– – ﹤0.01% 183
2024
Q4 		$42.3K Hold
885
– – 0.01% 178
2024
Q3 		$40.5K Hold
885
– – ﹤0.01% 185
2024
Q2 		$35.1K Hold
885
– – ﹤0.01% 223
2024
Q1 		$39.6K Hold
885
– – ﹤0.01% 223
2023
Q4 		$38.3K Buy
+885
New +$32.4K 0.01% 207

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Spectrum Wealth Counsel's USB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its US Bancorp (USB) position steady in Q1 2025 at 885 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Spectrum Wealth Counsel first reported a position in USB in Q4 2023 and has held it in 6 quarters since. The position peaked at $42.3K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Spectrum Wealth Counsel held 885 shares of US Bancorp worth $37.4K as of Q1 2025.
  • Spectrum Wealth Counsel left its US Bancorp share count unchanged in Q1 2025.
  • US Bancorp made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #183 holding.
  • Spectrum Wealth Counsel first reported a position in US Bancorp in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's US Bancorp position peaked at $42.3K in Q4 2024.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.