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Lindbrook Capital’s US Bancorp USB Stock Holding History

Lindbrook Capital’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
2025
Q1 		$293K Buy
6,928
+261
+4% +$12K 0.03% 317
2024
Q4 		$319K Buy
6,667
+169
+3% +$8.31K 0.03% 297
2024
Q3 		$297K Buy
6,498
+207
+3% +$9.08K 0.03% 311
2024
Q2 		$250K Sell
6,291
-531
-8% -$21.7K 0.02% 318
2024
Q1 		$305K Buy
6,822
+240
+4% +$10.1K 0.03% 285
2023
Q4 		$285K Buy
6,582
+3,052
+86% +$112K 0.03% 285
2023
Q3 		$117K Buy
3,530
+326
+10% +$11.9K 0.01% 425
2023
Q2 		$106K Buy
3,204
+887
+38% +$28.7K 0.01% 472
2023
Q1 		$83.5K Sell
2,317
-841
-27% -$37.5K 0.01% 531
2022
Q4 		$138K Buy
3,158
+377
+14% +$16.1K 0.02% 419
2022
Q3 		$112K Buy
2,781
+169
+6% +$7.82K 0.02% 405
2022
Q2 		$120K Buy
2,612
+152
+6% +$7.59K 0.02% 405
2022
Q1 		$131K Buy
2,460
+444
+22% +$25.5K 0.02% 391
2021
Q4 		$113K Buy
2,016
+631
+46% +$37.3K 0.02% 461
2021
Q3 		$82K Sell
1,385
-9
-0.6% -$512 0.02% 310
2021
Q2 		$79K Buy
1,394
+9
+0.6% +$528 0.02% 350
2021
Q1 		$77K Buy
1,385
+149
+12% +$7.44K 0.02% 328
2020
Q4 		$58K Buy
1,236
+194
+19% +$8.21K 0.01% 362
2020
Q3 		$37K Sell
1,042
-15
-1% -$549 0.01% 434
2020
Q2 		$39K Sell
1,057
-222
-17% -$7.91K 0.01% 422
2020
Q1 		$44K Sell
1,279
-1,142
-47% -$55K 0.02% 352
2019
Q4 		$144K Buy
2,421
+144
+6% +$8.32K 0.05% 190
2019
Q3 		$126K Buy
2,277
+80
+4% +$4.32K 0.05% 194
2019
Q2 		$115K Buy
2,197
+42
+2% +$2.16K 0.04% 207
2019
Q1 		$103K Buy
2,155
+68
+3% +$3.41K 0.04% 219
2018
Q4 		$95K Buy
+2,087
New +$107K 0.05% 209

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lindbrook Capital's USB Position: Q1 2025 in Review

Lindbrook Capital increased its US Bancorp (USB) stake by 3.9% in Q1 2025, buying an estimated $12K and bringing the position to 6,928 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #317.

Lindbrook Capital first reported a position in USB in Q4 2018 and has held it in 26 quarters since. The position peaked at $319K in Q4 2024. 1,821 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Lindbrook Capital held 6,928 shares of US Bancorp worth $293K as of Q1 2025.
  • Lindbrook Capital bought 261 US Bancorp shares in Q1 2025, an estimated $12K.
  • US Bancorp made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #317 holding.
  • Lindbrook Capital first reported a position in US Bancorp in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's US Bancorp position peaked at $319K in Q4 2024.
  • 1,821 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.