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Legacy Wealth Partners (Colorado)’s US Bancorp USB Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$225K Buy
+3,723
New +$209K 0.05% 182
2026
Q1 		– Sell
-3,997
Closed -$213K – 199
2025
Q4 		$213K Buy
+3,997
New +$197K 0.06% 165

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 Partners (Colorado)'s USB Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in US Bancorp (USB) in Q2 2026: 3,723 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #182 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in USB as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 3,723 shares of US Bancorp worth $225K as of Q2 2026.
  • US Bancorp was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • US Bancorp made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #182 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.