Live Oak Investment Partners’s US Bancorp USB Stock Holding History

Live Oak Investment Partners’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	$302K	Sell	5,008 -934	-16%	-$52.3K	0.16%	77
2026 Q1	$309K	Sell	5,942 -10,138	-63%	-$557K	0.18%	79
2025 Q4	$858K	Sell	16,080 -479	-3%	-$23.6K	0.53%	50
2025 Q3	$800K	Buy	16,559 +1,163	+8%	+$55K	0.53%	51
2025 Q2	$697K	Sell	15,396 -335	-2%	-$14.1K	0.54%	49
2025 Q1	$664K	Buy	+15,731	New	+$726K	0.52%	52
2024 Q4	–	Hold	0	–	–	–	51
2024 Q3	–	Hold	0	–	–	–	61
2024 Q2	–	Hold	0	–	–	–	62
2023 Q4	–	Hold	0	–	–	–	65
2023 Q3	–	Hold	0	–	–	–	77
2023 Q2	–	Hold	0	–	–	–	78
2023 Q1	–	Hold	0	–	–	–	78

Other funds holding USB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Live Oak Investment Partners's USB Position: Q2 2026 in Review

Live Oak Investment Partners reduced its US Bancorp (USB) stake by 16% in Q2 2026, selling an estimated $52.3K and leaving 5,008 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #77.

Live Oak Investment Partners first reported a position in USB in Q1 2025 and has held it in 6 quarters since. The position peaked at $858K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Live Oak Investment Partners held 5,008 shares of US Bancorp worth $302K as of Q2 2026.
Live Oak Investment Partners sold 934 US Bancorp shares in Q2 2026, an estimated $52.3K.
US Bancorp made up 0.16% of Live Oak Investment Partners's portfolio in Q2 2026, its #77 holding.
Live Oak Investment Partners first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's US Bancorp position peaked at $858K in Q4 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.