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Lake Street Advisors Group’s US Bancorp USB Stock Holding History

Lake Street Advisors Group’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 		$638K Buy
13,192
+896
+7% +$44.1K 0.03% 292
2024
Q3 		$568K Buy
12,296
+620
+5% +$27.2K 0.03% 302
2024
Q2 		$469K Buy
11,676
+714
+7% +$29.1K 0.02% 335
2024
Q1 		$495K Buy
10,962
+70
+0.6% +$2.95K 0.02% 346
2023
Q4 		$477K Buy
10,892
+617
+6% +$22.6K 0.02% 334
2023
Q3 		$340K Buy
+10,275
New +$374K 0.02% 224
2023
Q2 		– Sell
-10,562
Closed -$381K – 359
2023
Q1 		$381K Buy
10,562
+508
+5% +$22.6K 0.02% 209
2022
Q4 		$439K Sell
10,054
-3,334
-25% -$143K 0.03% 198
2022
Q3 		$540K Buy
13,388
+1,781
+15% +$82.4K 0.04% 180
2022
Q2 		$534K Sell
11,607
-2,423
-17% -$121K 0.04% 172
2022
Q1 		$746K Buy
14,030
+781
+6% +$44.9K 0.05% 161
2021
Q4 		$744K Buy
+13,249
New +$784K 0.05% 154
2021
Q3 		– Sell
-6,785
Closed -$399K – 414
2021
Q2 		$399K Buy
6,785
+64
+1% +$3.75K 0.03% 199
2021
Q1 		$372K Sell
6,721
-149
-2% -$7.44K 0.03% 197
2020
Q4 		$320K Buy
6,870
+321
+5% +$13.6K 0.03% 212
2020
Q3 		$235K Buy
6,549
+943
+17% +$34.5K 0.02% 238
2020
Q2 		$206K Buy
+5,606
New +$200K 0.02% 251
2020
Q1 		– Sell
-4,712
Closed -$279K – 286
2019
Q4 		$279K Buy
4,712
+309
+7% +$17.9K 0.03% 197
2019
Q3 		$218K Buy
4,403
+81
+2% +$4.38K 0.02% 201
2019
Q2 		$226K Sell
4,322
-1,313
-23% -$67.7K 0.02% 191
2019
Q1 		$272K Buy
5,635
+592
+12% +$29.7K 0.03% 168
2018
Q4 		$230K Sell
5,043
-222
-4% -$11.4K 0.03% 167
2018
Q3 		$278K Sell
5,265
-3,748
-42% -$199K 0.03% 149
2018
Q2 		$451K Sell
9,013
-315
-3% -$16K 0.05% 165
2018
Q1 		$471K Buy
9,328
+342
+4% +$18.7K 0.05% 142
2017
Q4 		$481K Buy
+8,986
New +$484K 0.05% 148

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

Lake Street Advisors Group's USB Position: Q4 2024 in Review

Lake Street Advisors Group increased its US Bancorp (USB) stake by 7.3% in Q4 2024, buying an estimated $44.1K and bringing the position to 13,192 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #292.

Lake Street Advisors Group first reported a position in USB in Q4 2017 and has held it in 26 quarters since. The position peaked at $746K in Q1 2022. 1,850 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Lake Street Advisors Group held 13,192 shares of US Bancorp worth $638K as of Q4 2024.
  • Lake Street Advisors Group bought 896 US Bancorp shares in Q4 2024, an estimated $44.1K.
  • US Bancorp made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #292 holding.
  • Lake Street Advisors Group first reported a position in US Bancorp in Q4 2017 and has held it in 26 quarters since.
  • Lake Street Advisors Group's US Bancorp position peaked at $746K in Q1 2022.
  • 1,850 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.