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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
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

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 Wealth Asset Management's USB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its US Bancorp (USB) stake by 0.72% in Q2 2026, selling an estimated $6.44K and leaving 15,870 shares worth $959K. The position accounts for 0.21% of the portfolio, ranked #131.

Legacy Wealth Asset Management first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q1 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Legacy Wealth Asset Management held 15,870 shares of US Bancorp worth $959K as of Q2 2026.
  • Legacy Wealth Asset Management sold 115 US Bancorp shares in Q2 2026, an estimated $6.44K.
  • US Bancorp made up 0.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #131 holding.
  • Legacy Wealth Asset Management first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's US Bancorp position peaked at $1.4M in Q1 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.