LJAC
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L.J. Altfest & Co’s US Bancorp USB Stock Holding History

L.J. Altfest & Co’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
Q1 		$842K Buy
16,186
+37
+0.2% +$2.03K 0.09% 158
2025
Q4 		$862K Sell
16,149
-931
-5% -$45.8K 0.09% 152
2025
Q3 		$825K Buy
17,080
+4
+0% +$189 0.09% 156
2025
Q2 		$773K Buy
17,076
+775
+5% +$32.6K 0.09% 154
2025
Q1 		$688K Sell
16,301
-81
-0.5% -$3.74K 0.09% 167
2024
Q4 		$784K Buy
16,382
+213
+1% +$10.5K 0.1% 142
2024
Q3 		$739K Buy
16,169
+565
+4% +$24.8K 0.1% 161
2024
Q2 		$619K Buy
15,604
+67
+0.4% +$2.73K 0.08% 166
2024
Q1 		$695K Hold
15,537
– – 0.1% 153
2023
Q4 		$672K Hold
15,537
– – 0.1% 150
2023
Q3 		$514K Hold
15,537
– – 0.08% 172
2023
Q2 		$513K Buy
15,537
+7
+0% +$226 0.08% 177
2023
Q1 		$560K Sell
15,530
-152
-1% -$6.77K 0.09% 154
2022
Q4 		$684K Buy
15,682
+152
+1% +$6.5K 0.11% 126
2022
Q3 		$626K Hold
15,530
– – 0.12% 114
2022
Q2 		$715K Hold
15,530
– – 0.13% 114
2022
Q1 		$825K Sell
15,530
-44
-0.3% -$2.53K 0.15% 110
2021
Q4 		$875K Buy
15,574
+44
+0.3% +$2.6K 0.17% 104
2021
Q3 		$923K Hold
15,530
– – 0.19% 88
2021
Q2 		$885K Hold
15,530
– – 0.19% 96
2021
Q1 		$859K Hold
15,530
– – 0.2% 91
2020
Q4 		$724K Hold
15,530
– – 0.18% 102
2020
Q3 		$557K Hold
15,530
– – 0.15% 110
2020
Q2 		$572K Sell
15,530
-1,576
-9% -$56.2K 0.16% 98
2020
Q1 		$589K Hold
17,106
– – 0.18% 91
2019
Q4 		$1.01M Hold
17,106
– – 0.26% 61
2019
Q3 		$947K Hold
17,106
– – 0.24% 64
2019
Q2 		$896K Buy
17,106
+300
+2% +$15.5K 0.24% 71
2019
Q1 		$810K Hold
16,806
– – 0.2% 71
2018
Q4 		$768K Hold
16,806
– – 0.21% 65
2018
Q3 		$888K Hold
16,806
– – 0.26% 71
2018
Q2 		$841K Hold
16,806
– – 0.31% 66
2018
Q1 		$849K Hold
16,806
– – 0.37% 65
2017
Q4 		$900K Buy
16,806
+1,576
+10% +$84.8K 0.34% 65
2017
Q3 		$816K Hold
15,230
– – 0.4% 67
2017
Q2 		$791K Hold
15,230
– – 0.48% 64
2017
Q1 		$784K Hold
15,230
– – 0.31% 64
2016
Q4 		$782K Hold
15,230
– – 0.39% 65
2016
Q3 		$653K Hold
15,230
– – 0.43% 66
2016
Q2 		$614K Hold
15,230
– – 0.43% 69
2016
Q1 		$618K Hold
15,230
– – 0.64% 50
2015
Q4 		$650K Hold
15,230
– – 0.64% 53
2015
Q3 		$625K Sell
15,230
-447
-3% -$19.4K 0.62% 53
2015
Q2 		$680K Buy
15,677
+32
+0.2% +$1.4K 0.62% 53
2015
Q1 		$683K Hold
15,645
– – 0.64% 52
2014
Q4 		$703K Hold
15,645
– – 0.58% 59
2014
Q3 		$652K Sell
15,645
-1,250
-7% -$52.8K 0.64% 55
2014
Q2 		$735K Buy
16,895
+1,665
+11% +$69.5K 0.72% 54
2014
Q1 		$617K Hold
15,230
– – 0.57% 57
2013
Q4 		$615K Buy
+15,230
New +$584K 0.52% 61

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L.J. Altfest & Co's USB Position: Q1 2026 in Review

L.J. Altfest & Co increased its US Bancorp (USB) stake by 0.23% in Q1 2026, buying an estimated $2.03K and bringing the position to 16,186 shares worth $842K. The position accounts for 0.09% of the portfolio, ranked #158.

L.J. Altfest & Co first reported a position in USB in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.01M in Q4 2019. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • L.J. Altfest & Co held 16,186 shares of US Bancorp worth $842K as of Q1 2026.
  • L.J. Altfest & Co bought 37 US Bancorp shares in Q1 2026, an estimated $2.03K.
  • US Bancorp made up 0.09% of L.J. Altfest & Co's portfolio in Q1 2026, its #158 holding.
  • L.J. Altfest & Co first reported a position in US Bancorp in Q4 2013 and has held it in 50 quarters since.
  • L.J. Altfest & Co's US Bancorp position peaked at $1.01M in Q4 2019.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.