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Lakeside Advisors’s US Bancorp USB Stock Holding History

Lakeside Advisors’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 		$5.38M Sell
89,008
-892
-1% -$50K 3.38% 8
2026
Q1 		$4.68M Sell
89,900
-3,273
-4% -$180K 3.12% 8
2025
Q4 		$4.97M Sell
93,173
-3,169
-3% -$156K 3.18% 7
2025
Q3 		$4.66M Sell
96,342
-3,021
-3% -$143K 2.95% 7
2025
Q2 		$4.5M Sell
99,363
-1,266
-1% -$53.2K 2.9% 7
2025
Q1 		$4.25M Sell
100,629
-723
-0.7% -$33.4K 2.81% 8
2024
Q4 		$4.85M Sell
101,352
-2,621
-3% -$129K 3.21% 6
2024
Q3 		$4.75M Sell
103,973
-826
-0.8% -$36.2K 2.99% 7
2024
Q2 		$4.16M Sell
104,799
-3,537
-3% -$144K 2.7% 9
2024
Q1 		$4.84M Sell
108,336
-1,177
-1% -$49.7K 3.1% 7
2023
Q4 		$4.74M Sell
109,513
-170
-0.2% -$6.21K 3.29% 6
2023
Q3 		$3.63M Sell
109,683
-1,773
-2% -$64.6K 2.78% 9
2023
Q2 		$3.68M Sell
111,456
-578
-0.5% -$18.7K 2.71% 10
2023
Q1 		$4.04M Buy
112,034
+814
+0.7% +$36.3K 3.12% 7
2022
Q4 		$4.85M Sell
111,220
-882
-0.8% -$37.7K 3.98% 6
2022
Q3 		$4.52M Sell
112,102
-539
-0.5% -$24.9K 4.04% 6
2022
Q2 		$5.18M Sell
112,641
-208
-0.2% -$10.4K 4.41% 5
2022
Q1 		$6M Sell
112,849
-1,294
-1% -$74.4K 4.53% 6
2021
Q4 		$6.41M Buy
+114,143
New +$6.75M 4.73% 5

Other funds holding USB

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lakeside Advisors's USB Position: Q2 2026 in Review

Lakeside Advisors reduced its US Bancorp (USB) stake by 0.99% in Q2 2026, selling an estimated $50K and leaving 89,008 shares worth $5.38M. The position accounts for 3.38% of the portfolio, ranked #8.

Lakeside Advisors first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.41M in Q4 2021. 1,110 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Lakeside Advisors held 89,008 shares of US Bancorp worth $5.38M as of Q2 2026.
  • Lakeside Advisors sold 892 US Bancorp shares in Q2 2026, an estimated $50K.
  • US Bancorp made up 3.38% of Lakeside Advisors's portfolio in Q2 2026, its #8 holding.
  • Lakeside Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's US Bancorp position peaked at $6.41M in Q4 2021.
  • 1,110 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.