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Legacy Trust’s US Bancorp USB Stock Holding History

Legacy Trust’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
Q3 		$4.22M Buy
71,066
+829
+1% +$51.8K 0.71% 38
2026
Q2 		$4.24M Buy
70,237
+592
+0.9% +$33.2K 0.75% 38
2026
Q1 		$3.62M Buy
69,645
+2,080
+3% +$114K 0.69% 40
2025
Q4 		$3.61M Buy
67,565
+2,163
+3% +$106K 0.67% 42
2025
Q3 		$3.16M Buy
65,402
+9,142
+16% +$432K 0.62% 40
2025
Q2 		$2.55M Sell
56,260
-8,747
-13% -$368K 0.62% 44
2025
Q1 		$2.74M Buy
65,007
+1,560
+2% +$72K 0.66% 48
2024
Q4 		$3.03M Sell
63,447
-17,390
-22% -$855K 0.7% 46
2024
Q3 		$3.7M Buy
80,837
+213
+0.3% +$9.34K 0.85% 38
2024
Q2 		$3.2M Sell
80,624
-5,029
-6% -$205K 0.8% 43
2024
Q1 		$3.83M Buy
85,653
+1,942
+2% +$81.9K 0.95% 39
2023
Q4 		$3.62M Sell
83,711
-5,971
-7% -$218K 0.94% 39
2023
Q3 		$2.96M Buy
89,682
+1,343
+2% +$48.9K 0.86% 43
2023
Q2 		$2.92M Buy
88,339
+3,252
+4% +$105K 0.8% 44
2023
Q1 		$3.07M Buy
85,087
+639
+0.8% +$28.5K 0.91% 37
2022
Q4 		$3.68M Buy
+84,448
New +$3.61M 1.14% 31

Other funds holding USB

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Trust's USB Position: Q3 2026 in Review

Legacy Trust increased its US Bancorp (USB) stake by 1.2% in Q3 2026, buying an estimated $51.8K and bringing the position to 71,066 shares worth $4.22M. The position accounts for 0.71% of the portfolio, ranked #38.

Legacy Trust first reported a position in USB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q2 2026. 1,289 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Legacy Trust held 71,066 shares of US Bancorp worth $4.22M as of Q3 2026.
  • Legacy Trust bought 829 US Bancorp shares in Q3 2026, an estimated $51.8K.
  • US Bancorp made up 0.71% of Legacy Trust's portfolio in Q3 2026, its #38 holding.
  • Legacy Trust first reported a position in US Bancorp in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's US Bancorp position peaked at $4.24M in Q2 2026.
  • 1,289 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.