Litman Gregory Wealth Management’s US Bancorp USB Stock Holding History

Litman Gregory Wealth Management’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 Q4	$1.22M	Sell	22,900 -1,650	-7%	-$81.2K	0.09%	78
2025 Q3	$1.19M	Sell	24,550 -538	-2%	-$25.4K	0.09%	75
2025 Q2	$1.14M	Buy	25,088 +50	+0.2%	+$2.1K	0.09%	76
2025 Q1	$1.06M	Hold	25,038	–	–	0.09%	75
2024 Q4	$1.2M	Sell	25,038 -3,387	-12%	-$167K	0.1%	64
2024 Q3	$1.3M	Sell	28,425 -10,750	-27%	-$471K	0.11%	64
2024 Q2	$1.56M	Hold	39,175	–	–	0.14%	60
2024 Q1	$1.75M	Sell	39,175 -5,000	-11%	-$211K	0.16%	58
2023 Q4	$1.91M	Sell	44,175 -24,468	-36%	-$894K	0.18%	56
2023 Q3	$2.27M	Buy	+68,643	New	+$2.5M	0.23%	51

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Litman Gregory Wealth Management's USB Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its US Bancorp (USB) stake by 6.7% in Q4 2025, selling an estimated $81.2K and leaving 22,900 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #78.

Litman Gregory Wealth Management first reported a position in USB in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q3 2023. 2,013 funds tracked by Wall St. Rank hold USB as of Q4 2025.

Litman Gregory Wealth Management held 22,900 shares of US Bancorp worth $1.22M as of Q4 2025.
Litman Gregory Wealth Management sold 1,650 US Bancorp shares in Q4 2025, an estimated $81.2K.
US Bancorp made up 0.09% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #78 holding.
Litman Gregory Wealth Management first reported a position in US Bancorp in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's US Bancorp position peaked at $2.27M in Q3 2023.
2,013 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.