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Stonebridge Financial Group (Pennsylvania)’s US Bancorp USB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-803
Closed -$33.9K – 898
2025
Q1 		$33.9K Buy
803
+183
+30% +$8.44K ﹤0.01% 434
2024
Q4 		$29.7K Buy
+620
New +$30.5K ﹤0.01% 450

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s USB Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of US Bancorp (USB) in Q2 2025, closing a stake of 803 shares — an estimated $33.9K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in USB in Q4 2024 and held it in 2 quarters. The position peaked at $33.9K in Q1 2025. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining US Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 803 US Bancorp shares in Q2 2025, an estimated $33.9K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in US Bancorp in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s US Bancorp position peaked at $33.9K in Q1 2025.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.