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Limestone Investment Advisors’s US Bancorp USB Stock Holding History

Limestone Investment Advisors’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 		$870K Sell
14,400
-9,000
-38% -$504K 0.06% 218
2026
Q1 		$1.22M Buy
23,400
+20,300
+655% +$1.12M 0.1% 143
2025
Q4 		$165K Sell
3,100
-1,800
-37% -$88.5K 0.02% 356
2025
Q3 		$237K Sell
4,900
-13,200
-73% -$624K 0.02% 383
2025
Q2 		$819K Buy
+18,100
New +$761K 0.07% 197

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 $3.38T AUM 44.17% 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

Limestone Investment Advisors's USB Position: Q2 2026 in Review

Limestone Investment Advisors sold out of US Bancorp (USB) in Q2 2026, closing a stake of 17,280 shares — an estimated $968K sold.

Limestone Investment Advisors first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $899K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Limestone Investment Advisors reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 17,280 US Bancorp shares in Q2 2026, an estimated $968K.
  • Limestone Investment Advisors first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's US Bancorp position peaked at $899K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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