LWM
USB icon

Liberty Wealth Management’s US Bancorp USB Stock Holding History

Liberty Wealth 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 		$387K Hold
7,448
– – 0.05% 171
2026
Q1 		$387K Sell
7,448
-1,345
-15% -$73.9K 0.05% 171
2025
Q4 		$469K Buy
8,793
+1,072
+14% +$52.7K 0.06% 139
2025
Q3 		$373K Buy
7,721
+19
+0.2% +$899 0.05% 157
2025
Q2 		$349K Sell
7,702
-186
-2% -$7.82K 0.05% 156
2025
Q1 		$333K Sell
7,888
-622
-7% -$28.7K 0.06% 113
2024
Q4 		$407K Buy
8,510
+87
+1% +$4.28K 0.07% 135
2024
Q3 		$385K Sell
8,423
-105
-1% -$4.61K 0.07% 139
2024
Q2 		$339K Buy
8,528
+225
+3% +$9.18K 0.06% 140
2024
Q1 		$371K Sell
8,303
-115
-1% -$4.85K 0.07% 124
2023
Q4 		$364K Buy
8,418
+35
+0.4% +$1.28K 0.08% 119
2023
Q3 		$277K Buy
8,383
+521
+7% +$19K 0.07% 139
2023
Q2 		$260K Sell
7,862
-67
-0.8% -$2.17K 0.06% 154
2023
Q1 		$286K Buy
+7,929
New +$353K 0.06% 181
2022
Q3 		$231K Buy
5,739
+440
+8% +$20.4K 0.06% 134
2022
Q2 		$243K Sell
5,299
-73
-1% -$3.65K 0.1% 124
2022
Q1 		$285K Buy
+5,372
New +$309K 0.1% 113
2021
Q4 		– Sell
-6,839
Closed -$404K – 121
2021
Q3 		$408K Buy
6,839
+1,791
+35% +$102K 0.15% 90
2021
Q2 		$288K Buy
5,048
+838
+20% +$49.2K 0.11% 98
2021
Q1 		$180K Hold
4,210
– – 0.09% 115
2020
Q4 		$180K Buy
4,210
+1,133
+37% +$47.9K 0.09% 114
2020
Q3 		$110K Buy
3,077
+8
+0.3% +$293 0.06% 151
2020
Q2 		$113K Sell
3,069
-50
-2% -$1.78K 0.08% 135
2020
Q1 		$107K Sell
3,119
-391
-11% -$18.8K 0.09% 134
2019
Q4 		$208K Buy
3,510
+392
+13% +$22.7K 0.16% 101
2019
Q3 		$173K Sell
3,118
-1,028
-25% -$55.6K 0.16% 104
2019
Q2 		$217K Buy
4,146
+1,346
+48% +$69.4K 0.19% 102
2019
Q1 		$134K Sell
2,800
-14
-0.5% -$702 0.1% 111
2018
Q4 		$128K Buy
+2,814
New +$145K 0.1% 114

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Liberty Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 7,448 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #171.

Liberty Wealth Management first reported a position in USB in Q4 2018 and has held it in 29 quarters since. The position peaked at $469K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Liberty Wealth Management held 7,448 shares of US Bancorp worth $387K as of Q2 2026.
  • Liberty Wealth Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Liberty Wealth Management first reported a position in US Bancorp in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's US Bancorp position peaked at $469K in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.