LWANC
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 2,062 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.
  • 2,062 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.