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LifeSteps Financial’s US Bancorp USB Stock Holding History

LifeSteps Financial’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 		$3.04M Sell
50,374
-5
-0% -$280 1.42% 17
2026
Q1 		$2.62M Sell
50,379
-11
-0% -$604 1.66% 16
2025
Q4 		$2.69M Sell
50,390
-332
-0.7% -$16.3K 1.72% 15
2025
Q3 		$2.45M Sell
50,722
-34
-0.1% -$1.61K 1.57% 15
2025
Q2 		$2.3M Sell
50,756
-615
-1% -$25.9K 1.58% 15
2025
Q1 		$2.17M Sell
51,371
-46
-0.1% -$2.12K 1.76% 14
2024
Q4 		$2.46M Buy
51,417
+600
+1% +$29.5K 1.89% 12
2024
Q3 		$2.32M Hold
50,817
– – 1.82% 12
2024
Q2 		$2.02M Hold
50,817
– – 1.67% 12
2024
Q1 		$2.27M Hold
50,817
– – 1.71% 13
2023
Q4 		$2.2M Hold
50,817
– – 1.95% 13
2023
Q3 		$1.68M Hold
50,817
– – 1.71% 14
2023
Q2 		$1.68M Buy
50,817
+250
+0.5% +$8.08K 1.66% 14
2023
Q1 		$1.82M Sell
50,567
-250
-0.5% -$11.1K 1.93% 13
2022
Q4 		$2.22M Buy
50,817
+200
+0.4% +$8.56K 2.31% 10
2022
Q3 		$2.04M Buy
50,617
+1,000
+2% +$46.3K 2.3% 10
2022
Q2 		$2.28M Hold
49,617
– – 2.38% 11
2022
Q1 		$2.64M Hold
49,617
– – 1.95% 14
2021
Q4 		$2.79M Hold
49,617
– – 1.97% 12
2021
Q3 		$2.95M Hold
49,617
– – 2.26% 12
2021
Q2 		$2.83M Hold
49,617
– – 2.17% 13
2021
Q1 		$2.74M Hold
49,617
– – 2.29% 11
2020
Q4 		$2.31M Sell
49,617
-35
-0.1% -$1.48K 2.12% 12
2020
Q3 		$1.78M Hold
49,652
– – 1.88% 13
2020
Q2 		$1.83M Hold
49,652
– – 2.11% 11
2020
Q1 		$1.71M Sell
49,652
-200
-0.4% -$9.64K 1.97% 17
2019
Q4 		$2.96M Buy
+49,852
New +$2.88M 2.79% 8

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

LifeSteps Financial's USB Position: Q2 2026 in Review

LifeSteps Financial reduced its US Bancorp (USB) stake by 0.01% in Q2 2026, selling an estimated $280 and leaving 50,374 shares worth $3.04M. The position accounts for 1.42% of the portfolio, ranked #17.

LifeSteps Financial first reported a position in USB in Q4 2019 and has held it in 27 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • LifeSteps Financial held 50,374 shares of US Bancorp worth $3.04M as of Q2 2026.
  • LifeSteps Financial sold 5 US Bancorp shares in Q2 2026, an estimated $280.
  • US Bancorp made up 1.42% of LifeSteps Financial's portfolio in Q2 2026, its #17 holding.
  • LifeSteps Financial first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.