ZF
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Zega Financial’s US Bancorp USB Stock Holding History

Zega Financial’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
Q3 		$906K Buy
+19,818
New +$869K 0.14% 54

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zega Financial's USB Position: Q3 2024 in Review

Zega Financial opened a new position in US Bancorp (USB) in Q3 2024: 19,818 shares worth $906K. The stake represents 0.14% of the portfolio and ranks #54 among its holdings.

1,713 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Zega Financial held 19,818 shares of US Bancorp worth $906K as of Q3 2024.
  • US Bancorp was a new Zega Financial position in Q3 2024.
  • US Bancorp made up 0.14% of Zega Financial's portfolio in Q3 2024, its #54 holding.
  • 1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.