Laurie J. Hall Trustee’s US Bancorp USB Stock Holding History

Laurie J. Hall Trustee’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	$344K	Hold	5,700	–	–	0.11%	84
2026 Q1	$296K	Hold	5,700	–	–	0.1%	85
2025 Q4	$304K	Hold	5,700	–	–	0.1%	87
2025 Q3	$275K	Hold	5,700	–	–	0.09%	98
2025 Q2	$258K	Sell	5,700 -2,705	-32%	-$114K	0.09%	101
2025 Q1	$355K	Hold	8,405	–	–	0.13%	91
2024 Q4	$402K	Sell	8,405 -365	-4%	-$18K	0.13%	93
2024 Q3	$401K	Hold	8,770	–	–	0.13%	97
2024 Q2	$348K	Sell	8,770 -300	-3%	-$12.2K	0.12%	89
2024 Q1	$405K	Hold	9,070	–	–	0.14%	85
2023 Q4	$393K	Sell	9,070 -615	-6%	-$22.5K	0.15%	82
2023 Q3	$320K	Sell	9,685 -375	-4%	-$13.7K	0.14%	82
2023 Q2	$332K	Sell	10,060 -300	-3%	-$9.7K	0.13%	81
2023 Q1	$374K	Hold	10,360	–	–	0.16%	78
2022 Q4	$452K	Sell	10,360 -495	-5%	-$21.2K	0.2%	73
2022 Q3	$438K	Hold	10,855	–	–	0.22%	72
2022 Q2	$500K	Hold	10,855	–	–	0.23%	72
2022 Q1	$577K	Sell	10,855 -677	-6%	-$38.9K	0.22%	74
2021 Q4	$648K	Sell	11,532 -150	-1%	-$8.87K	0.23%	72
2021 Q3	$694K	Sell	11,682 -550	-4%	-$31.3K	0.27%	69
2021 Q2	$697K	Sell	12,232 -23	-0.2%	-$1.35K	0.26%	68
2021 Q1	$679K	Sell	12,255 -100	-0.8%	-$4.99K	0.26%	70
2020 Q4	$575K	Sell	12,355 -500	-4%	-$21.2K	0.23%	70
2020 Q3	$462K	Buy	+12,855	New	+$470K	0.21%	75
2019 Q4	$686K	Hold	11,570	–	–	0.32%	66
2019 Q3	$640K	Hold	11,570	–	–	0.33%	63
2019 Q2	$606K	Sell	11,570 -250	-2%	-$12.9K	0.31%	65
2019 Q1	$570K	Buy	11,820 +810	+7%	+$40.6K	0.3%	64
2018 Q4	$564K	Sell	11,010 -7,340	-40%	-$378K	0.31%	65
2018 Q3	$970K	Hold	18,350	–	–	0.51%	52
2018 Q2	$917K	Sell	18,350 -200	-1%	-$10.1K	0.53%	50
2018 Q1	$937K	Hold	18,550	–	–	0.57%	48
2017 Q4	$994K	Hold	18,550	–	–	0.57%	47
2017 Q3	$994K	Hold	18,550	–	–	0.62%	44
2017 Q2	$963K	Hold	18,550	–	–	0.62%	45
2017 Q1	$947K	Sell	18,550 -100	-0.5%	-$5.33K	0.6%	47
2016 Q4	$957K	Buy	+18,650	New	+$887K	0.61%	47
2016 Q2	$783K	Hold	19,430	–	–	0.51%	47
2016 Q1	$842K	Sell	19,430 -395	-2%	-$15.8K	0.53%	47
2015 Q4	$797K	Sell	19,825 -1,790	-8%	-$76.5K	0.57%	42
2015 Q3	$886K	Hold	21,615	–	–	0.71%	39
2015 Q2	$938K	Hold	21,615	–	–	0.68%	39
2015 Q1	$944K	Hold	21,615	–	–	0.69%	39
2014 Q4	$972K	Hold	21,615	–	–	0.69%	38
2014 Q3	$904K	Hold	21,615	–	–	0.68%	38
2014 Q2	$936K	Buy	21,615 +325	+2%	+$13.6K	0.7%	39
2014 Q1	$912K	Sell	21,290 -1,860	-8%	-$76.4K	0.71%	38
2013 Q4	$935K	Hold	23,150	–	–	0.72%	38
2013 Q3	$847K	Buy	23,150 +50	+0.2%	+$1.85K	0.71%	39
2013 Q2	$835K	Buy	+23,100	New	+$793K	0.74%	39

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laurie J. Hall Trustee's USB Position: Q2 2026 in Review

Laurie J. Hall Trustee held its US Bancorp (USB) position steady in Q2 2026 at 5,700 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #84.

Laurie J. Hall Trustee first reported a position in USB in Q2 2013 and has held it in 50 quarters since. The position peaked at $994K in Q3 2017. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Laurie J. Hall Trustee held 5,700 shares of US Bancorp worth $344K as of Q2 2026.
Laurie J. Hall Trustee left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.11% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #84 holding.
Laurie J. Hall Trustee first reported a position in US Bancorp in Q2 2013 and has held it in 50 quarters since.
Laurie J. Hall Trustee's US Bancorp position peaked at $994K in Q3 2017.
346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.