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Keystone Financial Group (Kentucky)’s US Bancorp USB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$940K Sell
15,565
-821
-5% -$46K 0.06% 229
2026
Q1 		$852K Buy
16,386
+2,582
+19% +$142K 0.06% 219
2025
Q4 		$737K Buy
13,804
+107
+0.8% +$5.26K 0.05% 205
2025
Q3 		$662K Sell
13,697
-420
-3% -$19.9K 0.05% 207
2025
Q2 		$639K Buy
14,117
+1,536
+12% +$64.6K 0.06% 203
2025
Q1 		$531K Buy
12,581
+1,527
+14% +$70.5K 0.05% 207
2024
Q4 		$529K Sell
11,054
-491
-4% -$24.2K 0.05% 206
2024
Q3 		$528K Buy
11,545
+6
+0.1% +$263 0.07% 184
2024
Q2 		$458K Buy
11,539
+6
+0.1% +$245 0.16% 84
2024
Q1 		$516K Sell
11,533
-177
-2% -$7.47K 0.08% 173
2023
Q4 		$507K Sell
11,710
-2,381
-17% -$87K 0.09% 149
2023
Q3 		$466K Buy
14,091
+1,397
+11% +$50.9K 0.08% 164
2023
Q2 		$419K Buy
+12,694
New +$410K 0.07% 173
2022
Q4 		$518K Buy
11,879
+406
+4% +$17.4K 0.1% 145
2022
Q3 		$463K Sell
11,473
-33
-0.3% -$1.53K 0.09% 148
2022
Q2 		$530K Buy
11,506
+60
+0.5% +$3K 0.11% 142
2022
Q1 		$608K Buy
11,446
+1,468
+15% +$84.4K 0.1% 141
2021
Q4 		$560K Buy
9,978
+1,784
+22% +$106K 0.09% 154
2021
Q3 		$487K Buy
8,194
+37
+0.5% +$2.11K 0.09% 161
2021
Q2 		$465K Buy
8,157
+3
+0% +$176 0.08% 166
2021
Q1 		$451K Buy
8,154
+2
+0% +$100 0.09% 164
2020
Q4 		$380K Sell
8,152
-129
-2% -$5.46K 0.08% 165
2020
Q3 		$297K Sell
8,281
-725
-8% -$26.5K 0.07% 182
2020
Q2 		$332K Buy
9,006
+4
+0% +$143 0.09% 162
2020
Q1 		$310K Buy
9,002
+1,268
+16% +$61.1K 0.1% 147
2019
Q4 		$459K Buy
7,734
+768
+11% +$44.4K 0.12% 134
2019
Q3 		$386K Sell
6,966
-66
-0.9% -$3.57K 0.12% 139
2019
Q2 		$368K Buy
7,032
+374
+6% +$19.3K 0.12% 142
2019
Q1 		$321K Buy
+6,658
New +$334K 0.11% 154

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s USB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its US Bancorp (USB) stake by 5% in Q2 2026, selling an estimated $46K and leaving 15,565 shares worth $940K. The position accounts for 0.06% of the portfolio, ranked #229.

Keystone Financial Group (Kentucky) first reported a position in USB in Q1 2019 and has held it in 29 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 15,565 shares of US Bancorp worth $940K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 821 US Bancorp shares in Q2 2026, an estimated $46K.
  • US Bancorp made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #229 holding.
  • Keystone Financial Group (Kentucky) first reported a position in US Bancorp in Q1 2019 and has held it in 29 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.