SS&H Financial Advisors’s US Bancorp USB Stock Holding History

SS&H Financial 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	$489K	Hold	9,161	–	–	0.14%	94
2025 Q3	$443K	Hold	9,161	–	–	0.13%	99
2025 Q2	$415K	Buy	9,161 +975	+12%	+$41K	0.14%	95
2025 Q1	$346K	Hold	8,186	–	–	0.13%	104
2024 Q4	$392K	Hold	8,186	–	–	0.14%	101
2024 Q3	$374K	Sell	8,186 -2,055	-20%	-$90.1K	0.14%	108
2024 Q2	$407K	Hold	10,241	–	–	0.16%	102
2024 Q1	$457K	Sell	10,241 -1,075	-9%	-$45.4K	0.19%	90
2023 Q4	$490K	Sell	11,316 -146	-1%	-$5.34K	0.21%	88
2023 Q3	$379K	Buy	+11,462	New	+$418K	0.18%	97
2023 Q1	$361K	Hold	10,016	–	–	0.17%	104
2022 Q4	$437K	Hold	10,016	–	–	0.21%	90
2022 Q3	$404K	Hold	10,016	–	–	0.21%	92
2022 Q2	$461K	Sell	10,016 -56	-0.6%	-$2.8K	0.21%	90
2022 Q1	$535K	Buy	+10,072	New	+$579K	0.21%	93

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SS&H Financial Advisors's USB Position: Q4 2025 in Review

SS&H Financial Advisors held its US Bancorp (USB) position steady in Q4 2025 at 9,161 shares worth $489K. The position accounts for 0.14% of the portfolio, ranked #94.

SS&H Financial Advisors first reported a position in USB in Q1 2022 and has held it in 15 quarters since. The position peaked at $535K in Q1 2022. 2,004 funds tracked by Wall St. Rank hold USB as of Q4 2025.

SS&H Financial Advisors held 9,161 shares of US Bancorp worth $489K as of Q4 2025.
SS&H Financial Advisors left its US Bancorp share count unchanged in Q4 2025.
US Bancorp made up 0.14% of SS&H Financial Advisors's portfolio in Q4 2025, its #94 holding.
SS&H Financial Advisors first reported a position in US Bancorp in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's US Bancorp position peaked at $535K in Q1 2022.
2,004 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.