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Lawood & Co’s US Bancorp USB Stock Holding History

Lawood & Co’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
Q3 		$291K Sell
5,045
-65
-1% -$4.06K 0.2% 78
2026
Q2 		$309K Hold
5,110
– – 0.21% 77
2026
Q1 		$266K Sell
5,110
-50
-1% -$2.75K 0.25% 80
2025
Q4 		$275K Buy
+5,160
New +$254K 0.26% 78

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Lawood & Co's USB Position: Q3 2026 in Review

Lawood & Co reduced its US Bancorp (USB) stake by 1.3% in Q3 2026, selling an estimated $4.06K and leaving 5,045 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #78.

Lawood & Co first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2026. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Lawood & Co held 5,045 shares of US Bancorp worth $291K as of Q3 2026.
  • Lawood & Co sold 65 US Bancorp shares in Q3 2026, an estimated $4.06K.
  • US Bancorp made up 0.2% of Lawood & Co's portfolio in Q3 2026, its #78 holding.
  • Lawood & Co first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's US Bancorp position peaked at $309K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.