LBMC Investment Advisors’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 | $466K | Hold |
7,720
| – | – | 0.03% | 159 |
|
|
2026
Q1 | $402K | Sell |
7,720
-291
| -4% | -$16K | 0.02% | 166 |
|
|
2025
Q4 | $427K | Hold |
8,011
| – | – | 0.03% | 149 |
|
|
2025
Q3 | $387K | Buy |
8,011
+27
| +0.3% | +$1.28K | 0.02% | 163 |
|
|
2025
Q2 | $361K | Buy |
7,984
+34
| +0.4% | +$1.43K | 0.03% | 155 |
|
|
2025
Q1 | $336K | Buy |
7,950
+25
| +0.3% | +$1.15K | 0.03% | 149 |
|
|
2024
Q4 | $379K | Buy |
7,925
+27
| +0.3% | +$1.33K | 0.03% | 136 |
|
|
2024
Q3 | $361K | Buy |
7,898
+29
| +0.4% | +$1.27K | 0.03% | 135 |
|
|
2024
Q2 | $312K | Buy |
7,869
+29
| +0.4% | +$1.18K | 0.03% | 142 |
|
|
2024
Q1 | $350K | Buy |
7,840
+319
| +4% | +$13.5K | 0.03% | 127 |
|
|
2023
Q4 | $326K | Buy |
7,521
+35
| +0.5% | +$1.28K | 0.03% | 118 |
|
|
2023
Q3 | $235K | Buy |
7,486
+32
| +0.4% | +$1.17K | 0.03% | 133 |
|
|
2023
Q2 | $246K | Buy |
7,454
+31
| +0.4% | +$1K | 0.02% | 138 |
|
|
2023
Q1 | $268K | Buy |
7,423
+23
| +0.3% | +$1.02K | 0.03% | 134 |
|
|
2022
Q4 | $323K | Buy |
7,400
+27
| +0.4% | +$1.16K | 0.03% | 113 |
|
|
2022
Q3 | $297K | Buy |
7,373
+23
| +0.3% | +$1.06K | 0.03% | 114 |
|
|
2022
Q2 | $338K | Buy |
7,350
+21
| +0.3% | +$1.05K | 0.04% | 103 |
|
|
2022
Q1 | $390K | Buy |
7,329
+16
| +0.2% | +$919 | 0.03% | 103 |
|
|
2021
Q4 | $411K | Sell |
7,313
-14,801
| -67% | -$875K | 0.04% | 110 |
|
|
2021
Q3 | $434 | Buy |
22,114
+14,834
| +204% | +$845K | 0.04% | 99 |
|
|
2021
Q2 | $415K | Buy |
7,280
+16
| +0.2% | +$939 | 0.04% | 101 |
|
|
2021
Q1 | $402K | Sell |
7,264
-22
| -0.3% | -$1.1K | 0.04% | 93 |
|
|
2020
Q4 | $339K | Buy |
7,286
+63
| +0.9% | +$2.67K | 0.04% | 93 |
|
|
2020
Q3 | $259K | Buy |
7,223
+24
| +0.3% | +$878 | 0.04% | 96 |
|
|
2020
Q2 | $265K | Sell |
7,199
-22
| -0.3% | -$784 | 0.04% | 81 |
|
|
2020
Q1 | $249K | Buy |
7,221
+16
| +0.2% | +$771 | 0.05% | 77 |
|
|
2019
Q4 | $427K | Buy |
7,205
+16
| +0.2% | +$925 | 0.06% | 63 |
|
|
2019
Q3 | $398K | Buy |
7,189
+14
| +0.2% | +$757 | 0.06% | 61 |
|
|
2019
Q2 | $376K | Buy |
7,175
+60
| +0.8% | +$3.09K | 0.06% | 64 |
|
|
2019
Q1 | $343K | Sell |
7,115
-74
| -1% | -$3.71K | 0.05% | 68 |
|
|
2018
Q4 | $329K | Buy |
7,189
+103
| +1% | +$5.3K | 0.06% | 66 |
|
|
2018
Q3 | $374K | Sell |
7,086
-747
| -10% | -$39.6K | 0.06% | 72 |
|
|
2018
Q2 | $392K | Buy |
+7,833
| New | +$397K | 0.06% | 69 |
|
Other funds holding USB
MB
LBMC Investment Advisors's USB Position: Q2 2026 in Review
LBMC Investment Advisors held its US Bancorp (USB) position steady in Q2 2026 at 7,720 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #159.
LBMC Investment Advisors first reported a position in USB in Q2 2018 and has held it in 33 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- LBMC Investment Advisors held 7,720 shares of US Bancorp worth $466K as of Q2 2026.
- LBMC Investment Advisors left its US Bancorp share count unchanged in Q2 2026.
- US Bancorp made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #159 holding.
- LBMC Investment Advisors first reported a position in US Bancorp in Q2 2018 and has held it in 33 quarters since.
- 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.