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Steward Financial Group’s US Bancorp USB Stock Holding History

Steward Financial 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
2023
Q3 		$15K Buy
461
+73
+19% +$2.66K ﹤0.01% 299
2023
Q2 		$12K Buy
+388
New +$12.5K ﹤0.01% 340
2022
Q3 		– Sell
-78
Closed -$3K – 1254
2022
Q2 		$3K Buy
+78
New +$3.89K ﹤0.01% 491

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Financial Group's USB Position: Q3 2023 in Review

Steward Financial Group increased its US Bancorp (USB) stake by 19% in Q3 2023, buying an estimated $2.66K and bringing the position to 461 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Steward Financial Group first reported a position in USB in Q2 2022 and has held it in 3 quarters since. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • Steward Financial Group held 461 shares of US Bancorp worth $15K as of Q3 2023.
  • Steward Financial Group bought 73 US Bancorp shares in Q3 2023, an estimated $2.66K.
  • US Bancorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #299 holding.
  • Steward Financial Group first reported a position in US Bancorp in Q2 2022 and has held it in 3 quarters since.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.