Alan B. Lancz & Associates’s US Bancorp USB Stock Holding History

Alan B. Lancz & Associates’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
2026 Q2	$217K	Buy	+3,600	New	+$202K	0.19%	131
2026 Q1	–	Sell	-4,400	Closed	-$235K	–	140
2025 Q4	$235K	Hold	4,400	–	–	0.21%	117
2025 Q3	$213K	Buy	+4,400	New	+$208K	0.19%	125
2025 Q1	–	Sell	-4,400	Closed	-$210K	–	130
2024 Q4	$210K	Hold	4,400	–	–	0.21%	116
2024 Q3	$201K	Buy	+4,400	New	+$193K	0.18%	131
2023 Q4	$206K	Buy	+4,750	New	+$174K	0.22%	122

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alan B. Lancz & Associates's USB Position: Q2 2026 in Review

Alan B. Lancz & Associates opened a new position in US Bancorp (USB) in Q2 2026: 3,600 shares worth $217K. The stake represents 0.19% of the portfolio and ranks #131 among its holdings. This is a return to the name: Alan B. Lancz & Associates previously reported a position in USB as recently as Q4 2025.

Alan B. Lancz & Associates first reported a position in USB in Q4 2023 and has held it in 6 quarters since. The position peaked at $235K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Alan B. Lancz & Associates held 3,600 shares of US Bancorp worth $217K as of Q2 2026.
US Bancorp was a new Alan B. Lancz & Associates position in Q2 2026.
US Bancorp made up 0.19% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #131 holding.
Alan B. Lancz & Associates first reported a position in US Bancorp in Q4 2023 and has held it in 6 quarters since.
Alan B. Lancz & Associates's US Bancorp position peaked at $235K in Q4 2025.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.