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Lodestone Wealth Management’s US Bancorp USB Stock Holding History

Lodestone 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
2026
Q2 		$67.3K Sell
1,115
-85
-7% -$4.76K 0.02% 277
2026
Q1 		$62.4K Buy
1,200
+8
+0.7% +$440 0.02% 270
2025
Q4 		$63.6K Buy
+1,192
New +$58.6K 0.03% 268

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lodestone Wealth Management's USB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its US Bancorp (USB) stake by 7.1% in Q2 2026, selling an estimated $4.76K and leaving 1,115 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #277.

Lodestone Wealth Management first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Lodestone Wealth Management held 1,115 shares of US Bancorp worth $67.3K as of Q2 2026.
  • Lodestone Wealth Management sold 85 US Bancorp shares in Q2 2026, an estimated $4.76K.
  • US Bancorp made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Lodestone Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.