LPL Financial’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $193M | Buy |
3,203,593
+115,924
| +4% | +$6.5M | 0.04% | 404 |
|
|
2026
Q1 | $161M | Buy |
3,087,669
+146,352
| +5% | +$8.04M | 0.04% | 409 |
|
|
2025
Q4 | $157M | Buy |
2,941,317
+39,117
| +1% | +$1.92M | 0.04% | 396 |
|
|
2025
Q3 | $140M | Buy |
2,902,200
+215,327
| +8% | +$10.2M | 0.04% | 414 |
|
|
2025
Q2 | $122M | Buy |
2,686,873
+132,304
| +5% | +$5.56M | 0.04% | 411 |
|
|
2025
Q1 | $108M | Buy |
2,554,569
+122,576
| +5% | +$5.66M | 0.04% | 399 |
|
|
2024
Q4 | $116M | Buy |
2,431,993
+225,968
| +10% | +$11.1M | 0.05% | 352 |
|
|
2024
Q3 | $101M | Buy |
2,206,025
+117,410
| +6% | +$5.15M | 0.05% | 365 |
|
|
2024
Q2 | $82.9M | Buy |
2,088,615
+75,436
| +4% | +$3.08M | 0.04% | 399 |
|
|
2024
Q1 | $90M | Buy |
2,013,179
+68,918
| +4% | +$2.91M | 0.05% | 353 |
|
|
2023
Q4 | $84.1M | Sell |
1,944,261
-202,078
| -9% | -$7.39M | 0.05% | 332 |
|
|
2023
Q3 | $71M | Buy |
2,146,339
+182,340
| +9% | +$6.64M | 0.05% | 337 |
|
|
2023
Q2 | $64.9M | Buy |
1,963,999
+160,761
| +9% | +$5.2M | 0.05% | 355 |
|
|
2023
Q1 | $65M | Buy |
1,803,238
+243,747
| +16% | +$10.9M | 0.05% | 343 |
|
|
2022
Q4 | $68M | Sell |
1,559,491
-430,570
| -22% | -$18.4M | 0.06% | 307 |
|
|
2022
Q3 | $80.2M | Sell |
1,990,061
-272,529
| -12% | -$12.6M | 0.08% | 234 |
|
|
2022
Q2 | $104M | Buy |
2,262,590
+110,041
| +5% | +$5.49M | 0.1% | 197 |
|
|
2022
Q1 | $114M | Buy |
2,152,549
+76,656
| +4% | +$4.4M | 0.1% | 192 |
|
|
2021
Q4 | $117M | Buy |
2,075,893
+53,093
| +3% | +$3.14M | 0.1% | 190 |
|
|
2021
Q3 | $120M | Buy |
2,022,800
+94,827
| +5% | +$5.4M | 0.11% | 168 |
|
|
2021
Q2 | $110M | Buy |
1,927,973
+96,383
| +5% | +$5.65M | 0.11% | 176 |
|
|
2021
Q1 | $101M | Buy |
1,831,590
+141,976
| +8% | +$7.09M | 0.12% | 167 |
|
|
2020
Q4 | $78.7M | Buy |
1,689,614
+1,188,301
| +237% | +$50.3M | 0.1% | 189 |
|
|
2020
Q3 | $18M | Buy |
501,313
+25,521
| +5% | +$934K | 0.03% | 433 |
|
|
2020
Q2 | $17.5M | Buy |
475,792
+9,862
| +2% | +$351K | 0.03% | 412 |
|
|
2020
Q1 | $16.1M | Sell |
465,930
-25,546
| -5% | -$1.23M | 0.03% | 369 |
|
|
2019
Q4 | $29.1M | Buy |
491,476
+40,896
| +9% | +$2.36M | 0.05% | 283 |
|
|
2019
Q3 | $24.9M | Buy |
450,580
+3,289
| +0.7% | +$178K | 0.05% | 288 |
|
|
2019
Q2 | $23.4M | Buy |
447,291
+49,193
| +12% | +$2.53M | 0.05% | 292 |
|
|
2019
Q1 | $19.2M | Sell |
398,098
-15,301
| -4% | -$767K | 0.04% | 321 |
|
|
2018
Q4 | $18.9M | Sell |
413,399
-2,050
| -0.5% | -$106K | 0.05% | 292 |
|
|
2018
Q3 | $21.9M | Buy |
415,449
+134,081
| +48% | +$7.1M | 0.05% | 277 |
|
|
2018
Q2 | $14.1M | Buy |
281,368
+23,766
| +9% | +$1.21M | 0.04% | 356 |
|
|
2018
Q1 | $13M | Buy |
257,602
+4,654
| +2% | +$255K | 0.04% | 375 |
|
|
2017
Q4 | $13.6M | Buy |
252,948
+26,554
| +12% | +$1.43M | 0.04% | 339 |
|
|
2017
Q3 | $12.1M | Buy |
226,394
+6,605
| +3% | +$346K | 0.04% | 329 |
|
|
2017
Q2 | $11.4M | Buy |
219,789
+48,269
| +28% | +$2.49M | 0.04% | 332 |
|
|
2017
Q1 | $8.84M | Buy |
171,520
+6,527
| +4% | +$348K | 0.06% | 267 |
|
|
2016
Q4 | $8.49M | Buy |
164,993
+30,011
| +22% | +$1.43M | 0.06% | 256 |
|
|
2016
Q3 | $5.78M | Sell |
134,982
-769
| -0.6% | -$32.7K | 0.06% | 333 |
|
|
2016
Q2 | $5.32M | Sell |
135,751
-6,506
| -5% | -$271K | 0.05% | 351 |
|
|
2016
Q1 | $5.7M | Sell |
142,257
-119,397
| -46% | -$4.76M | 0.02% | 657 |
|
|
2015
Q4 | $10.9M | Buy |
261,654
+111,956
| +75% | +$4.79M | 0.03% | 418 |
|
|
2015
Q3 | $6.22M | Sell |
149,698
-22,301
| -13% | -$966K | 0.03% | 400 |
|
|
2015
Q2 | $7.5M | Sell |
171,999
-8,230
| -5% | -$360K | 0.04% | 390 |
|
|
2015
Q1 | $7.84M | Buy |
180,229
+19,270
| +12% | +$844K | 0.04% | 363 |
|
|
2014
Q4 | $7.24M | Sell |
160,959
-2,480
| -2% | -$107K | 0.04% | 362 |
|
|
2014
Q3 | $6.75M | Sell |
163,439
-6,125
| -4% | -$259K | 0.04% | 366 |
|
|
2014
Q2 | $7.35M | Sell |
169,564
-1,224
| -0.7% | -$51.1K | 0.04% | 349 |
|
|
2014
Q1 | $7.32M | Buy |
170,788
+1,993
| +1% | +$81.9K | 0.05% | 335 |
|
|
2013
Q4 | $6.82M | Buy |
168,795
+11,898
| +8% | +$456K | 0.04% | 354 |
|
|
2013
Q3 | $5.83M | Buy |
156,897
+25,179
| +19% | +$932K | 0.04% | 370 |
|
|
2013
Q2 | $4.76M | Buy |
+131,718
| New | +$4.52M | 0.03% | 383 |
|
Other funds holding USB
MB
LPL Financial's USB Position: Q2 2026 in Review
LPL Financial increased its US Bancorp (USB) stake by 3.8% in Q2 2026, buying an estimated $6.5M and bringing the position to 3,203,593 shares worth $193M. The position accounts for 0.04% of the portfolio, ranked #404.
LPL Financial first reported a position in USB in Q2 2013 and has held it in 53 quarters since. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- LPL Financial held 3,203,593 shares of US Bancorp worth $193M as of Q2 2026.
- LPL Financial bought 115,924 US Bancorp shares in Q2 2026, an estimated $6.5M.
- US Bancorp made up 0.04% of LPL Financial's portfolio in Q2 2026, its #404 holding.
- LPL Financial first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
- 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.