Lloyd Advisory Services’s US Bancorp USB Stock Holding History

Lloyd Advisory Services’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	$247K	Buy	4,091 +4,078	+31,369%	+$229K	0.1%	100
2026 Q1	$657	Sell	13 -4,344	-100%	-$239K	﹤0.01%	762
2025 Q4	$233K	Sell	4,357 -393	-8%	-$19.3K	0.09%	103
2025 Q3	$230K	Buy	+4,750	New	+$225K	0.11%	84
2024 Q4	–	Sell	-4,458	Closed	-$204K	–	119
2024 Q3	$204K	Buy	+4,458	New	+$196K	0.1%	95
2024 Q2	–	Sell	-26,005	Closed	-$1.16M	–	188
2024 Q1	$1.16M	Buy	26,005 +17,816	+218%	+$752K	0.25%	73
2023 Q4	$354K	Sell	8,189 -2,464	-23%	-$90.1K	0.17%	71
2023 Q3	$352K	Buy	+10,653	New	+$388K	0.12%	165
2022 Q4	$221K	Buy	+5,073	New	+$217K	0.15%	42
2022 Q3	–	Sell	-6,622	Closed	-$305K	–	72
2022 Q2	$305K	Buy	6,622 +2,393	+57%	+$119K	0.24%	47
2022 Q1	$225K	Buy	4,229 +707	+20%	+$40.6K	0.1%	80
2021 Q4	$198K	Buy	3,522 +1,513	+75%	+$89.5K	0.09%	87
2021 Q3	$119K	Buy	2,009 +434	+28%	+$24.7K	0.06%	114
2021 Q2	$90K	Buy	1,575 +22	+1%	+$1.29K	0.05%	125
2021 Q1	$86K	Buy	1,553 +1,540	+11,846%	+$76.9K	0.05%	111
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	351
2020 Q3	$0	Buy	+13	New	+$476	﹤0.01%	389

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 $3.38T AUM 44.17% 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

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

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

Lloyd Advisory Services's USB Position: Q2 2026 in Review

Lloyd Advisory Services increased its US Bancorp (USB) stake by 31,369% in Q2 2026, buying an estimated $229K and bringing the position to 4,091 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #100.

Lloyd Advisory Services first reported a position in USB in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.16M in Q1 2024. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Lloyd Advisory Services held 4,091 shares of US Bancorp worth $247K as of Q2 2026.
Lloyd Advisory Services bought 4,078 US Bancorp shares in Q2 2026, an estimated $229K.
US Bancorp made up 0.1% of Lloyd Advisory Services's portfolio in Q2 2026, its #100 holding.
Lloyd Advisory Services first reported a position in US Bancorp in Q3 2020 and has held it in 17 quarters since.
Lloyd Advisory Services's US Bancorp position peaked at $1.16M in Q1 2024.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.