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Legacy Capital Group California’s US Bancorp USB Stock Holding History

Legacy Capital Group California’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
Q1 		$611K Sell
11,743
-1,305
-10% -$71.7K 0.23% 145
2025
Q4 		$696K Sell
13,048
-115
-0.9% -$5.66K 0.17% 162
2025
Q3 		$636K Buy
13,163
+1
+0% +$47 0.16% 168
2025
Q2 		$596K Buy
+13,162
New +$553K 0.17% 159

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's USB Position: Q1 2026 in Review

Legacy Capital Group California reduced its US Bancorp (USB) stake by 10% in Q1 2026, selling an estimated $71.7K and leaving 11,743 shares worth $611K. The position accounts for 0.23% of the portfolio, ranked #145.

Legacy Capital Group California first reported a position in USB in Q2 2025 and has held it in 4 quarters since. The position peaked at $696K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Legacy Capital Group California held 11,743 shares of US Bancorp worth $611K as of Q1 2026.
  • Legacy Capital Group California sold 1,305 US Bancorp shares in Q1 2026, an estimated $71.7K.
  • US Bancorp made up 0.23% of Legacy Capital Group California's portfolio in Q1 2026, its #145 holding.
  • Legacy Capital Group California first reported a position in US Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's US Bancorp position peaked at $696K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.