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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
Q2 		$691K Sell
11,446
-297
-3% -$16.6K 0.21% 143
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Capital Group California's USB Position: Q2 2026 in Review

Legacy Capital Group California reduced its US Bancorp (USB) stake by 2.5% in Q2 2026, selling an estimated $16.6K and leaving 11,446 shares worth $691K. The position accounts for 0.21% of the portfolio, ranked #143.

Legacy Capital Group California first reported a position in USB in Q2 2025 and has held it in 5 quarters since. The position peaked at $696K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Legacy Capital Group California held 11,446 shares of US Bancorp worth $691K as of Q2 2026.
  • Legacy Capital Group California sold 297 US Bancorp shares in Q2 2026, an estimated $16.6K.
  • US Bancorp made up 0.21% of Legacy Capital Group California's portfolio in Q2 2026, its #143 holding.
  • Legacy Capital Group California first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Group California's US Bancorp position peaked at $696K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.