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Lantz Financial’s US Bancorp USB Stock Holding History

Lantz Financial’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 		$2.95M Buy
48,919
+249
+0.5% +$14K 0.54% 44
2026
Q1 		$2.53M Sell
48,670
-690
-1% -$37.9K 0.52% 50
2025
Q4 		$2.63M Buy
49,360
+199
+0.4% +$9.79K 0.56% 46
2025
Q3 		$2.38M Buy
49,161
+237
+0.5% +$11.2K 0.53% 50
2025
Q2 		$2.21M Buy
48,924
+487
+1% +$20.5K 0.55% 49
2025
Q1 		$2.05M Sell
48,437
-1,115
-2% -$51.4K 0.56% 49
2024
Q4 		$2.37M Buy
49,552
+513
+1% +$25.2K 0.63% 43
2024
Q3 		$2.24M Buy
49,039
+923
+2% +$40.5K 0.61% 47
2024
Q2 		$1.91M Buy
48,116
+2,179
+5% +$88.9K 0.59% 50
2024
Q1 		$2.05M Buy
45,937
+1,125
+3% +$47.5K 0.66% 47
2023
Q4 		$1.94M Buy
44,812
+4,753
+12% +$174K 0.7% 40
2023
Q3 		$1.32M Buy
40,059
+1,704
+4% +$62.1K 0.53% 57
2023
Q2 		$1.27M Buy
38,355
+415
+1% +$13.4K 0.5% 64
2023
Q1 		$1.37M Buy
37,940
+263
+0.7% +$11.7K 0.57% 56
2022
Q4 		$1.64M Buy
37,677
+2,163
+6% +$92.6K 0.75% 34
2022
Q3 		$1.43M Buy
35,514
+911
+3% +$42.2K 0.75% 38
2022
Q2 		$1.59M Buy
34,603
+219
+0.6% +$10.9K 0.72% 34
2022
Q1 		$1.83M Buy
34,384
+599
+2% +$34.4K 0.74% 32
2021
Q4 		$1.9M Buy
33,785
+810
+2% +$47.9K 0.87% 29
2021
Q3 		$1.96M Buy
32,975
+850
+3% +$48.4K 1% 18
2021
Q2 		$1.83M Buy
32,125
+80
+0.2% +$4.69K 0.94% 25
2021
Q1 		$1.77M Buy
32,045
+844
+3% +$42.1K 1.01% 24
2020
Q4 		$1.45M Sell
31,201
-619
-2% -$26.2K 0.91% 32
2020
Q3 		$1.14M Buy
31,820
+874
+3% +$32K 0.77% 42
2020
Q2 		$1.14M Sell
30,946
-1,614
-5% -$57.5K 0.82% 41
2020
Q1 		$1.12M Buy
32,560
+3,499
+12% +$169K 0.88% 39
2019
Q4 		$1.72M Buy
29,061
+246
+0.9% +$14.2K 1.02% 22
2019
Q3 		$1.52M Buy
28,815
+201
+0.7% +$10.9K 1.03% 22
2019
Q2 		$1.51M Buy
28,614
+593
+2% +$30.6K 1.03% 24
2019
Q1 		$1.35M Buy
+28,021
New +$1.41M 0.98% 31

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Lantz Financial's USB Position: Q2 2026 in Review

Lantz Financial increased its US Bancorp (USB) stake by 0.51% in Q2 2026, buying an estimated $14K and bringing the position to 48,919 shares worth $2.95M. The position accounts for 0.54% of the portfolio, ranked #44.

Lantz Financial first reported a position in USB in Q1 2019 and has held it in 30 quarters since. 453 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Lantz Financial held 48,919 shares of US Bancorp worth $2.95M as of Q2 2026.
  • Lantz Financial bought 249 US Bancorp shares in Q2 2026, an estimated $14K.
  • US Bancorp made up 0.54% of Lantz Financial's portfolio in Q2 2026, its #44 holding.
  • Lantz Financial first reported a position in US Bancorp in Q1 2019 and has held it in 30 quarters since.
  • 453 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.