Laurel Wealth Advisors (North Carolina)’s US Bancorp USB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$484K	Hold	8,008	–	–	0.05%	147
2026 Q1	$445K	Hold	8,008	–	–	0.04%	147
2025 Q4	$427K	Hold	8,008	–	–	0.06%	145
2025 Q3	$387K	Hold	8,008	–	–	0.05%	150
2025 Q2	$362K	Sell	8,008 -385	-5%	-$16.2K	0.05%	151
2025 Q1	$354K	Hold	8,393	–	–	0.06%	143
2024 Q4	$401K	Hold	8,393	–	–	0.06%	134
2024 Q3	$384K	Buy	8,393 +385	+5%	+$16.9K	0.06%	134
2024 Q2	$318K	Sell	8,008 -407	-5%	-$16.6K	0.06%	142
2024 Q1	$376K	Buy	8,415 +30	+0.4%	+$1.27K	0.06%	137
2023 Q4	$363K	Hold	8,385	–	–	0.07%	133
2023 Q3	$277K	Sell	8,385 -1,199	-13%	-$43.7K	0.06%	144
2023 Q2	$317K	Hold	9,584	–	–	0.06%	137
2023 Q1	$346K	Buy	9,584 +1,513	+19%	+$67.4K	0.07%	131
2022 Q4	$352K	Hold	8,071	–	–	0.08%	128
2022 Q3	$325K	Hold	8,071	–	–	0.08%	129
2022 Q2	$371K	Hold	8,071	–	–	0.09%	129
2022 Q1	$429K	Hold	8,071	–	–	0.09%	127
2021 Q4	$453K	Sell	8,071 -200	-2%	-$11.8K	0.09%	126
2021 Q3	$492K	Hold	8,271	–	–	0.11%	121
2021 Q2	$471K	Buy	8,271 +63	+0.8%	+$3.7K	0.1%	125
2021 Q1	$454K	Hold	8,208	–	–	0.11%	120
2020 Q4	$382K	Sell	8,208 -78	-0.9%	-$3.3K	0.1%	125
2020 Q3	$297K	Hold	8,286	–	–	0.09%	126
2020 Q2	$305K	Sell	8,286 -328	-4%	-$11.7K	0.1%	120
2020 Q1	$297K	Buy	8,614 +296	+4%	+$14.3K	0.11%	115
2019 Q4	$493K	Hold	8,318	–	–	0.16%	107
2019 Q3	$460K	Sell	8,318 -102	-1%	-$5.51K	0.16%	109
2019 Q2	$441K	Sell	8,420 -77	-0.9%	-$3.97K	0.16%	110
2019 Q1	$409K	Sell	8,497 -78	-0.9%	-$3.91K	0.15%	107
2018 Q4	$392K	Buy	+8,575	New	+$441K	0.16%	105

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

Laurel Wealth Advisors (North Carolina)'s USB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its US Bancorp (USB) position steady in Q2 2026 at 8,008 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #147.

Laurel Wealth Advisors (North Carolina) first reported a position in USB in Q4 2018 and has held it in 31 quarters since. The position peaked at $493K in Q4 2019. 454 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 8,008 shares of US Bancorp worth $484K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.05% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #147 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in US Bancorp in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s US Bancorp position peaked at $493K in Q4 2019.
454 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.