Lighthouse Investment Partners’s US Bancorp USB Stock Holding History

Lighthouse Investment Partners’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	$1.4M	Sell	23,212 -90,944	-80%	-$5.1M	0.04%	424
2026 Q1	$5.94M	Buy	114,156 +6,670	+6%	+$367K	0.21%	164
2025 Q4	$5.74M	Sell	107,486 -144,849	-57%	-$7.12M	0.17%	167
2025 Q3	$12.2M	Buy	252,335 +121,529	+93%	+$5.75M	0.37%	62
2025 Q2	$5.92M	Buy	+130,806	New	+$5.5M	0.22%	137
2024 Q4	–	Sell	-25,000	Closed	-$1.14M	–	650
2024 Q3	$1.14M	Buy	+25,000	New	+$1.1M	0.04%	318
2024 Q1	–	Sell	-62,588	Closed	-$2.71M	–	464
2023 Q4	$2.71M	Buy	+62,588	New	+$2.29M	0.12%	168
2023 Q1	–	Sell	-35,258	Closed	-$1.54M	–	383
2022 Q4	$1.54M	Buy	+35,258	New	+$1.51M	0.17%	103

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lighthouse Investment Partners's USB Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its US Bancorp (USB) stake by 80% in Q2 2026, selling an estimated $5.1M and leaving 23,212 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #424.

Lighthouse Investment Partners first reported a position in USB in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.2M in Q3 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Lighthouse Investment Partners held 23,212 shares of US Bancorp worth $1.4M as of Q2 2026.
Lighthouse Investment Partners sold 90,944 US Bancorp shares in Q2 2026, an estimated $5.1M.
US Bancorp made up 0.04% of Lighthouse Investment Partners's portfolio in Q2 2026, its #424 holding.
Lighthouse Investment Partners first reported a position in US Bancorp in Q4 2022 and has held it in 8 quarters since.
Lighthouse Investment Partners's US Bancorp position peaked at $12.2M in Q3 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.