LPL Financial
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LPL Financial’s US Bancorp USB Stock Holding History

LPL Financial’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 		– Sell
-24,000
Closed -$1.25M – 6360
2026
Q1 		$1.25M Sell
24,000
-3,300
-12% -$181K ﹤0.01% 3970
2025
Q4 		$1.46M Sell
27,300
-30,400
-53% -$1.5M ﹤0.01% 3695
2025
Q3 		$2.79M Sell
57,700
-1,800
-3% -$85.1K ﹤0.01% 3008
2025
Q2 		$2.69M Sell
59,500
-4,100
-6% -$172K ﹤0.01% 2846
2025
Q1 		$2.69M Buy
+63,600
New +$2.93M ﹤0.01% 2688
2024
Q4 		– Sell
-26,300
Closed -$1.2M – 5438
2024
Q3 		$1.2M Sell
26,300
-70,100
-73% -$3.07M ﹤0.01% 3213
2024
Q2 		$3.83M Buy
96,400
+95,801
+15,993% +$3.91M ﹤0.01% 2070
2024
Q1 		$2.68M Sell
599
-30,301
-98% -$1.28M ﹤0.01% 2280
2023
Q4 		$1.34M Sell
30,900
-13,200
-30% -$483K ﹤0.01% 2792
2023
Q3 		$1.46M Sell
44,100
-14,700
-25% -$536K ﹤0.01% 2582
2023
Q2 		$1.94M Buy
+58,800
New +$1.9M ﹤0.01% 2275
2017
Q4 		– Sell
-5,300
Closed -$284K – 3073
2017
Q3 		$284K Buy
+5,300
New +$277K ﹤0.01% 2406

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

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.