LWP
USB icon

LMG Wealth Partners’s US Bancorp USB Stock Holding History

LMG Wealth 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 		$8.19M Buy
135,596
+3,839
+3% +$215K 1.31% 22
2026
Q1 		$6.85M Buy
131,757
+4,201
+3% +$231K 1.25% 24
2025
Q4 		$6.81M Sell
127,556
-4,123
-3% -$203K 1.27% 23
2025
Q3 		$6.36M Buy
131,679
+866
+0.7% +$41K 1.18% 27
2025
Q2 		$5.92M Buy
130,813
+2,979
+2% +$125K 1.22% 27
2025
Q1 		$5.4M Buy
127,834
+547
+0.4% +$25.2K 1.2% 31
2024
Q4 		$6.09M Buy
127,287
+857
+0.7% +$42.2K 1.33% 25
2024
Q3 		$5.78M Buy
126,430
+2,467
+2% +$108K 1.32% 27
2024
Q2 		$4.92M Buy
123,963
+29,208
+31% +$1.19M 1.23% 30
2024
Q1 		$4.24M Sell
94,755
-12,796
-12% -$540K 1.07% 34
2023
Q4 		$4.65M Buy
107,551
+5,719
+6% +$209K 1.29% 30
2023
Q3 		$3.37M Buy
+101,832
New +$3.71M 1.03% 37
2023
Q1 		– Sell
-5,089
Closed -$241K – 110
2022
Q4 		$241K Buy
+5,089
New +$218K 0.08% 99

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LMG Wealth Partners's USB Position: Q2 2026 in Review

LMG Wealth Partners increased its US Bancorp (USB) stake by 2.9% in Q2 2026, buying an estimated $215K and bringing the position to 135,596 shares worth $8.19M. The position accounts for 1.31% of the portfolio, ranked #22.

LMG Wealth Partners first reported a position in USB in Q4 2022 and has held it in 13 quarters since. 1,775 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • LMG Wealth Partners held 135,596 shares of US Bancorp worth $8.19M as of Q2 2026.
  • LMG Wealth Partners bought 3,839 US Bancorp shares in Q2 2026, an estimated $215K.
  • US Bancorp made up 1.31% of LMG Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • LMG Wealth Partners first reported a position in US Bancorp in Q4 2022 and has held it in 13 quarters since.
  • 1,775 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.