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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
2025
Q3 		– Hold
0
– -$22.6K – 825
2025
Q2 		– Hold
0
– – – 229

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s USB Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its US Bancorp (USB) stake by 22% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,426 shares worth $74.2K. The position accounts for 0.04% of the portfolio, ranked #219.

Legacy Wealth Management (Idaho) first reported a position in USB in Q3 2024 and has held it in 7 quarters since. 1,971 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,426 shares of US Bancorp worth $74.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 253 US Bancorp shares in Q1 2026, an estimated $13.9K.
  • US Bancorp made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #219 holding.
  • Legacy Wealth Management (Idaho) first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 1,971 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.