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Wolf Group Capital Advisors’s US Bancorp USB Stock Holding History

Wolf Group Capital 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
2025
Q1 		– Sell
-25,213
Closed -$833K – 180
2024
Q4 		$833K Hold
25,213
– – 0.4% 68
2024
Q3 		$833K Buy
+25,213
New +$1.11M 0.4% 69
2024
Q2 		– Sell
-25,213
Closed -$833K – 140
2024
Q1 		$833K Hold
25,213
– – 0.4% 69
2023
Q4 		$833K Buy
25,213
+436
+2% +$15.9K 0.4% 69
2023
Q3 		$819K Sell
24,777
-386
-2% -$14.1K 0.39% 72
2023
Q2 		$768K Buy
+25,163
New +$813K 0.38% 69

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wolf Group Capital Advisors's USB Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of US Bancorp (USB) in Q1 2025, closing a stake of 25,213 shares — an estimated $833K sold.

Wolf Group Capital Advisors first reported a position in USB in Q2 2023 and held it in 6 quarters. The position peaked at $833K in Q4 2024. 1,820 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 25,213 US Bancorp shares in Q1 2025, an estimated $833K.
  • Wolf Group Capital Advisors first reported a position in US Bancorp in Q2 2023 and held it in 6 quarters.
  • Wolf Group Capital Advisors's US Bancorp position peaked at $833K in Q4 2024.
  • 1,820 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.