Legacy Capital Wealth Partners’s US Bancorp USB Stock Holding History

Legacy Capital Wealth Partners’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	$990K	Sell	16,397 -7,335	-31%	-$411K	0.19%	105
2026 Q1	$1.23M	Sell	23,732 -3,549	-13%	-$195K	0.25%	84
2025 Q4	$1.46M	Sell	27,281 -710	-3%	-$34.9K	0.31%	61
2025 Q3	$1.35M	Buy	27,991 +341	+1%	+$16.1K	0.29%	63
2025 Q2	$1.25M	Buy	27,650 +3,512	+15%	+$148K	0.28%	73
2025 Q1	$1.02M	Sell	24,138 -1,786	-7%	-$82.4K	0.25%	76
2024 Q4	$1.24M	Sell	25,924 -1,653	-6%	-$81.3K	0.31%	68
2024 Q3	$1.26M	Buy	27,577 +809	+3%	+$35.5K	0.25%	81
2024 Q2	$1.06M	Buy	+26,768	New	+$1.09M	0.27%	73
2024 Q1	–	Sell	-25,735	Closed	-$1.11M	–	333
2023 Q4	$1.11M	Sell	25,735 -2,111	-8%	-$77.2K	0.32%	67
2023 Q3	$921K	Buy	+27,846	New	+$1.01M	0.25%	80
2023 Q2	–	Sell	-24,724	Closed	-$891K	–	234
2023 Q1	$891K	Buy	+24,724	New	+$1.1M	0.24%	88

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Capital Wealth Partners's USB Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its US Bancorp (USB) stake by 31% in Q2 2026, selling an estimated $411K and leaving 16,397 shares worth $990K. The position accounts for 0.19% of the portfolio, ranked #105.

Legacy Capital Wealth Partners first reported a position in USB in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Legacy Capital Wealth Partners held 16,397 shares of US Bancorp worth $990K as of Q2 2026.
Legacy Capital Wealth Partners sold 7,335 US Bancorp shares in Q2 2026, an estimated $411K.
US Bancorp made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #105 holding.
Legacy Capital Wealth Partners first reported a position in US Bancorp in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's US Bancorp position peaked at $1.46M in Q4 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.