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Legacy Investment Solutions’s US Bancorp USB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$39.9K Buy
+882
New +$37.1K 0.02% 171
2024
Q4 		$41.7K Hold
882
– – 0.03% 136
2024
Q3 		$45.1K Buy
+882
New +$38.7K 0.03% 125

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Legacy Investment Solutions's USB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in US Bancorp (USB) in Q2 2025: 882 shares worth $39.9K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in USB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in USB in Q3 2024 and has held it in 3 quarters since. The position peaked at $45.1K in Q3 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • Legacy Investment Solutions held 882 shares of US Bancorp worth $39.9K as of Q2 2025.
  • US Bancorp was a new Legacy Investment Solutions position in Q2 2025.
  • US Bancorp made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #171 holding.
  • Legacy Investment Solutions first reported a position in US Bancorp in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's US Bancorp position peaked at $45.1K in Q3 2024.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.