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Legacy Wealth Asset Management’s US Bancorp USB Stock Holding History

Legacy Wealth Asset Management’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 		$1.27M Buy
21,965
+6,095
+38% +$381K 0.28% 101
2026
Q2 		$959K Sell
15,870
-115
-0.7% -$6.44K 0.21% 131
2026
Q1 		$831K Buy
15,985
+82
+0.5% +$4.51K 0.2% 153
2025
Q4 		$849K Sell
15,903
-32
-0.2% -$1.57K 0.21% 146
2025
Q3 		$770K Buy
15,935
+389
+3% +$18.4K 0.19% 160
2025
Q2 		$703K Buy
15,546
+71
+0.5% +$2.98K 0.18% 166
2025
Q1 		$653K Sell
15,475
-254
-2% -$11.7K 0.18% 184
2024
Q4 		$752K Sell
15,729
-360
-2% -$17.7K 0.2% 139
2024
Q3 		$736K Buy
16,089
+34
+0.2% +$1.49K 0.2% 150
2024
Q2 		$637K Sell
16,055
-15,198
-49% -$620K 0.18% 175
2024
Q1 		$1.4M Sell
31,253
-446
-1% -$18.8K 0.39% 67
2023
Q4 		$1.37M Sell
31,699
-2,439
-7% -$89.2K 0.45% 65
2023
Q3 		$1.13M Sell
34,138
-598
-2% -$21.8K 0.41% 73
2023
Q2 		$1.15M Buy
34,736
+16,043
+86% +$518K 0.4% 67
2023
Q1 		$674K Sell
18,693
-8
-0% -$356 0.24% 137
2022
Q4 		$816K Buy
18,701
+260
+1% +$11.1K 0.31% 106
2022
Q3 		$744K Buy
18,441
+509
+3% +$23.6K 0.33% 103
2022
Q2 		$825K Buy
17,932
+256
+1% +$12.8K 0.33% 115
2022
Q1 		$939K Buy
17,676
+491
+3% +$28.2K 0.33% 115
2021
Q4 		$965K Buy
17,185
+150
+0.9% +$8.87K 0.33% 116
2021
Q3 		$1.01M Sell
17,035
-3
-0% -$171 0.46% 63
2021
Q2 		$971K Buy
17,038
+136
+0.8% +$7.98K 0.43% 73
2021
Q1 		$935K Sell
16,902
-552
-3% -$27.6K 0.43% 67
2020
Q4 		$813K Buy
+17,454
New +$739K 0.41% 82

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Wealth Asset Management's USB Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its US Bancorp (USB) stake by 38% in Q3 2026, buying an estimated $381K and bringing the position to 21,965 shares worth $1.27M. The position accounts for 0.28% of the portfolio, ranked #101.

Legacy Wealth Asset Management first reported a position in USB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.4M in Q1 2024. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Legacy Wealth Asset Management held 21,965 shares of US Bancorp worth $1.27M as of Q3 2026.
  • Legacy Wealth Asset Management bought 6,095 US Bancorp shares in Q3 2026, an estimated $381K.
  • US Bancorp made up 0.28% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #101 holding.
  • Legacy Wealth Asset Management first reported a position in US Bancorp in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's US Bancorp position peaked at $1.4M in Q1 2024.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.