LWMI
USB icon

Legacy Wealth Management (Idaho)’s US Bancorp USB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,426
Closed -$74.2K – 917
2026
Q1 		$74.2K Buy
1,426
+253
+22% +$13.9K 0.04% 219
2025
Q4 		$62.6K Buy
1,173
+291
+33% +$14.3K 0.03% 191
2025
Q3 		$42.6K Hold
882
– – 0.02% 188
2025
Q2 		$39.9K Hold
882
– – 0.02% 171
2025
Q1 		$37.2K Hold
882
– – 0.03% 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

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 Management (Idaho)'s USB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of US Bancorp (USB) in Q2 2026, closing a stake of 1,426 shares — an estimated $74.2K sold.

Legacy Wealth Management (Idaho) first reported a position in USB in Q3 2024 and held it in 7 quarters. The position peaked at $74.2K in Q1 2026. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,426 US Bancorp shares in Q2 2026, an estimated $74.2K.
  • Legacy Wealth Management (Idaho) first reported a position in US Bancorp in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s US Bancorp position peaked at $74.2K in Q1 2026.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.