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TrinityPoint Wealth’s US Bancorp USB Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$495K Buy
10,355
+231
+2% +$11.4K 0.07% 226
2024
Q3 		$463K Buy
10,124
+1,350
+15% +$59.2K 0.07% 227
2024
Q2 		$348K Buy
8,774
+1,109
+14% +$45.2K 0.05% 240
2024
Q1 		$343K Buy
7,665
+555
+8% +$23.4K 0.06% 234
2023
Q4 		$308K Buy
+7,110
New +$260K 0.06% 234

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

TrinityPoint Wealth's USB Position: Q4 2024 in Review

TrinityPoint Wealth increased its US Bancorp (USB) stake by 2.3% in Q4 2024, buying an estimated $11.4K and bringing the position to 10,355 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #226.

TrinityPoint Wealth first reported a position in USB in Q4 2023 and has held it in 5 quarters since. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • TrinityPoint Wealth held 10,355 shares of US Bancorp worth $495K as of Q4 2024.
  • TrinityPoint Wealth bought 231 US Bancorp shares in Q4 2024, an estimated $11.4K.
  • US Bancorp made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #226 holding.
  • TrinityPoint Wealth first reported a position in US Bancorp in Q4 2023 and has held it in 5 quarters since.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.