LWL
USB icon

Leo Wealth LLC’s US Bancorp USB Stock Holding History

Leo Wealth LLC’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
Q1 		$287K Buy
5,519
+929
+20% +$51K 0.02% 367
2025
Q4 		$245K Buy
+4,590
New +$226K 0.02% 380
2024
Q2 		– Sell
-4,536
Closed -$203K – 352
2024
Q1 		$203K Sell
4,536
-1,967
-30% -$83K 0.02% 320
2023
Q4 		$281K Buy
+6,503
New +$238K 0.03% 266

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Wealth LLC's USB Position: Q1 2026 in Review

Leo Wealth LLC increased its US Bancorp (USB) stake by 20% in Q1 2026, buying an estimated $51K and bringing the position to 5,519 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #367.

Leo Wealth LLC first reported a position in USB in Q4 2023 and has held it in 4 quarters since. 1,977 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Leo Wealth LLC held 5,519 shares of US Bancorp worth $287K as of Q1 2026.
  • Leo Wealth LLC bought 929 US Bancorp shares in Q1 2026, an estimated $51K.
  • US Bancorp made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #367 holding.
  • Leo Wealth LLC first reported a position in US Bancorp in Q4 2023 and has held it in 4 quarters since.
  • 1,977 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.