Wipfli Financial Advisors’s US Bancorp USB Stock Holding History

Wipfli 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
2022 Q3	$1M	Buy	+24,678	New	+$1.14M	0.07%	118

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's USB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in US Bancorp (USB) in Q3 2022: 24,678 shares worth $1M. The stake represents 0.07% of the portfolio and ranks #118 among its holdings.

1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

Wipfli Financial Advisors held 24,678 shares of US Bancorp worth $1M as of Q3 2022.
US Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
US Bancorp made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #118 holding.
1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.