Lion Street Advisors’s US Bancorp USB Stock Holding History

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

Lion Street Advisors's USB Position: Q3 2025 in Review

Lion Street Advisors reduced its US Bancorp (USB) stake by 25% in Q3 2025, selling an estimated $147K and leaving 9,501 shares worth $574K. The position accounts for 0.2% of the portfolio, ranked #98.

Lion Street Advisors first reported a position in USB in Q1 2020 and has held it in 18 quarters since. The position peaked at $605K in Q4 2024. 1,866 funds tracked by Wall St. Rank hold USB as of Q3 2025.

  • Lion Street Advisors held 9,501 shares of US Bancorp worth $574K as of Q3 2025.
  • Lion Street Advisors sold 3,104 US Bancorp shares in Q3 2025, an estimated $147K.
  • US Bancorp made up 0.2% of Lion Street Advisors's portfolio in Q3 2025, its #98 holding.
  • Lion Street Advisors first reported a position in US Bancorp in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's US Bancorp position peaked at $605K in Q4 2024.
  • 1,866 funds tracked by Wall St. Rank held US Bancorp as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.