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WR Wealth Planners’s US Bancorp USB Stock Holding History

WR Wealth Planners’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 		$50.5K Buy
1,055
+451
+75% +$22.2K 0.02% 324
2024
Q3 		$27.6K Buy
604
+257
+74% +$11.3K 0.01% 432
2024
Q2 		$13.8K Sell
347
-90
-21% -$3.67K ﹤0.01% 518
2024
Q1 		$19.5K Buy
+437
New +$18.4K 0.01% 456
2023
Q4 		– Sell
-500
Closed -$16.5K – 824
2023
Q3 		$16.5K Hold
500
– – 0.01% 455
2023
Q2 		$16.5K Buy
500
+300
+150% +$9.7K 0.01% 465
2023
Q1 		$7.21K Buy
200
+100
+100% +$4.45K ﹤0.01% 626
2022
Q4 		$4.36K Hold
100
– – ﹤0.01% 342
2022
Q3 		$4.03K Hold
100
– – ﹤0.01% 332
2022
Q2 		$4.6K Hold
100
– – ﹤0.01% 347
2022
Q1 		$5.32K Buy
+100
New +$5.75K ﹤0.01% 353

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

WR Wealth Planners's USB Position: Q4 2024 in Review

WR Wealth Planners increased its US Bancorp (USB) stake by 75% in Q4 2024, buying an estimated $22.2K and bringing the position to 1,055 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #324.

WR Wealth Planners first reported a position in USB in Q1 2022 and has held it in 11 quarters since. 1,850 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • WR Wealth Planners held 1,055 shares of US Bancorp worth $50.5K as of Q4 2024.
  • WR Wealth Planners bought 451 US Bancorp shares in Q4 2024, an estimated $22.2K.
  • US Bancorp made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #324 holding.
  • WR Wealth Planners first reported a position in US Bancorp in Q1 2022 and has held it in 11 quarters since.
  • 1,850 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.