Lantz Financial’s US Bancorp USB Stock Holding History
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
MB
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. 2,062 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.
- 2,062 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.