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Stephens Consulting’s US Bancorp USB Stock Holding History

Stephens Consulting’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 		– Sell
-300
Closed -$13.6K – 1127
2025
Q2 		$13.6K Sell
300
-11
-4% -$463 ﹤0.01% 302
2025
Q1 		$13.1K Sell
311
-14
-4% -$646 ﹤0.01% 303
2024
Q4 		$15.5K Buy
325
+235
+261% +$11.6K ﹤0.01% 302
2024
Q3 		$4.12K Sell
90
-56
-38% -$2.46K ﹤0.01% 410
2024
Q2 		$5.8K Hold
146
– – ﹤0.01% 393
2024
Q1 		$6.53K Hold
146
– – ﹤0.01% 345
2023
Q4 		$6.32K Sell
146
-85
-37% -$3.11K ﹤0.01% 357
2023
Q3 		$7.64K Hold
231
– – ﹤0.01% 342
2023
Q2 		$7.63K Hold
231
– – ﹤0.01% 343
2023
Q1 		$8.33K Hold
231
– – 0.01% 341
2022
Q4 		$10.1K Hold
231
– – 0.01% 297
2022
Q3 		$9.31K Buy
231
+85
+58% +$3.93K 0.01% 344
2022
Q2 		$6.72K Hold
146
– – 0.01% 379
2022
Q1 		$7.76K Hold
146
– – 0.01% 389
2021
Q4 		$8.2K Buy
+146
New +$8.63K 0.01% 422

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return