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World Equity Group’s US Bancorp USB Stock Holding History

World Equity 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
2025
Q1 		– Sell
-4,776
Closed -$228K – 373
2024
Q4 		$228K Buy
+4,776
New +$235K 0.05% 324
2024
Q2 		– Sell
-15,306
Closed -$684K – 320
2024
Q1 		$684K Buy
15,306
+8
+0.1% +$338 0.14% 153
2023
Q4 		$662K Sell
15,298
-2
-0% -$73 0.13% 156
2023
Q3 		$506K Buy
15,300
+462
+3% +$16.8K 0.11% 202
2023
Q2 		$490K Buy
+14,838
New +$480K 0.14% 186
2023
Q1 		– Sell
-8,450
Closed -$369K – 583
2022
Q4 		$369K Sell
8,450
-35
-0.4% -$1.5K 0.09% 222
2022
Q3 		$342K Buy
8,485
+34
+0.4% +$1.57K 0.09% 223
2022
Q2 		$389K Buy
+8,451
New +$422K 0.1% 217

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

World Equity Group's USB Position: Q1 2025 in Review

World Equity Group sold out of US Bancorp (USB) in Q1 2025, closing a stake of 4,776 shares — an estimated $228K sold.

World Equity Group first reported a position in USB in Q2 2022 and held it in 8 quarters. The position peaked at $684K in Q1 2024. 1,822 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • World Equity Group reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 4,776 US Bancorp shares in Q1 2025, an estimated $228K.
  • World Equity Group first reported a position in US Bancorp in Q2 2022 and held it in 8 quarters.
  • World Equity Group's US Bancorp position peaked at $684K in Q1 2024.
  • 1,822 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.