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Legacy Advisors’s US Bancorp USB Stock Holding History

Legacy Advisors’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 		$286K Sell
4,740
-916
-16% -$51.3K 0.03% 253
2026
Q1 		$297K Sell
5,656
-107
-2% -$5.88K 0.04% 210
2025
Q4 		$311K Sell
5,763
-3,411
-37% -$168K 0.03% 217
2025
Q3 		$448K Buy
+9,174
New +$434K 0.06% 160
2025
Q2 		– Sell
-28,175
Closed -$1.2M – 381
2025
Q1 		$1.2M Sell
28,175
-1,052
-4% -$48.5K 0.12% 139
2024
Q4 		$1.4M Sell
29,227
-2,079
-7% -$102K 0.14% 112
2024
Q3 		$1.43M Buy
31,306
+107
+0.3% +$4.69K 0.16% 115
2024
Q2 		$1.25M Sell
31,199
-1,482
-5% -$60.4K 0.15% 102
2024
Q1 		$1.48M Sell
32,681
-18,086
-36% -$763K 0.19% 98
2023
Q4 		$2.22M Sell
50,767
-24,158
-32% -$883K 0.29% 72
2023
Q3 		$2.51M Buy
74,925
+1,239
+2% +$45.1K 0.4% 65
2023
Q2 		$2.43M Buy
73,686
+2,887
+4% +$93.3K 0.36% 64
2023
Q1 		$2.59M Buy
70,799
+5,096
+8% +$227K 0.48% 52
2022
Q4 		$2.9M Buy
65,703
+7,852
+14% +$336K 0.53% 39
2022
Q3 		$2.33M Buy
57,851
+3,626
+7% +$168K 0.52% 39
2022
Q2 		$2.52M Buy
54,225
+6,475
+14% +$323K 0.53% 33
2022
Q1 		$2.56M Buy
+47,750
New +$2.74M 0.5% 33
2019
Q3 		– Sell
-2,857
Closed -$150K – 312
2019
Q2 		$150K Buy
2,857
+639
+29% +$32.9K 0.1% 127
2019
Q1 		$107K Buy
+2,218
New +$111K 0.03% 150
2018
Q4 		– Sell
-1,718
Closed -$91K – 382
2018
Q3 		$91K Hold
1,718
– – 0.04% 189
2018
Q2 		$86K Hold
1,718
– – 0.06% 146
2018
Q1 		$88K Buy
1,718
+200
+13% +$10.9K 0.07% 126
2017
Q4 		$81K Hold
1,518
– – 0.08% 98
2017
Q3 		$81K Hold
1,518
– – 0.09% 81
2017
Q2 		$79K Hold
1,518
– – 0.1% 79
2017
Q1 		$78K Hold
1,518
– – 0.11% 76
2016
Q4 		$78K Buy
+1,518
New +$72.2K 0.11% 79

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Legacy Advisors's USB Position: Q2 2026 in Review

Legacy Advisors reduced its US Bancorp (USB) stake by 16% in Q2 2026, selling an estimated $51.3K and leaving 4,740 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #253.

Legacy Advisors first reported a position in USB in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.9M in Q4 2022. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Legacy Advisors held 4,740 shares of US Bancorp worth $286K as of Q2 2026.
  • Legacy Advisors sold 916 US Bancorp shares in Q2 2026, an estimated $51.3K.
  • US Bancorp made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #253 holding.
  • Legacy Advisors first reported a position in US Bancorp in Q4 2016 and has held it in 27 quarters since.
  • Legacy Advisors's US Bancorp position peaked at $2.9M in Q4 2022.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.