LSA
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Lion Street Advisors’s US Bancorp USB Stock Holding History

Lion Street 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
2025
Q3 		$574K Sell
9,501
-3,104
-25% -$147K 0.2% 98
2025
Q2 		$570K Sell
12,605
-48
-0.4% -$2.02K 0.17% 129
2025
Q1 		$534K Sell
12,653
-6
-0% -$277 0.17% 132
2024
Q4 		$605K Buy
12,659
+552
+5% +$27.2K 0.19% 114
2024
Q3 		$554K Buy
12,107
+10
+0.1% +$439 0.19% 117
2024
Q2 		$480K Buy
12,097
+987
+9% +$40.3K 0.18% 126
2024
Q1 		$481K Hold
11,110
– – 0.2% 113
2023
Q4 		$481K Sell
11,110
-414
-4% -$15.1K 0.2% 112
2023
Q3 		$381K Buy
11,524
+2,023
+21% +$73.7K 0.12% 148
2023
Q2 		$574K Sell
9,501
-1,984
-17% -$64.1K 0.19% 100
2023
Q1 		$414K Buy
11,485
+2,451
+27% +$109K 0.13% 140
2022
Q4 		$545K Buy
9,034
+163
+2% +$6.98K 0.29% 57
2022
Q3 		$357K Sell
8,871
-163
-2% -$7.54K 0.18% 77
2022
Q2 		$546K Buy
9,034
+12
+0.1% +$599 0.29% 56
2022
Q1 		$479K Sell
9,022
-12
-0.1% -$690 0.25% 68
2021
Q4 		$507K Sell
9,034
-825
-8% -$48.8K 0.25% 63
2021
Q3 		$586K Buy
+9,859
New +$561K 0.32% 51
2020
Q2 		– Sell
-264
Closed -$9K – 393
2020
Q1 		$9K Buy
+264
New +$12.7K 0.05% 180

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return