Lakeside Advisors
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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
Q3 		$5.06M Sell
87,682
-1,326
-1% -$82.8K 2.96% 9
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lakeside Advisors's USB Position: Q3 2026 in Review

Lakeside Advisors reduced its US Bancorp (USB) stake by 1.5% in Q3 2026, selling an estimated $82.8K and leaving 87,682 shares worth $5.06M. The position accounts for 2.96% of the portfolio, ranked #9.

Lakeside Advisors first reported a position in USB in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.41M in Q4 2021. 1,583 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Lakeside Advisors held 87,682 shares of US Bancorp worth $5.06M as of Q3 2026.
  • Lakeside Advisors sold 1,326 US Bancorp shares in Q3 2026, an estimated $82.8K.
  • US Bancorp made up 2.96% of Lakeside Advisors's portfolio in Q3 2026, its #9 holding.
  • Lakeside Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's US Bancorp position peaked at $6.41M in Q4 2021.
  • 1,583 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.