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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial's USB Position: Q1 2026 in Review

LPL Financial increased its US Bancorp (USB) stake by 5% in Q1 2026, buying an estimated $8.04M and bringing the position to 3,087,669 shares worth $161M. The position accounts for 0.04% of the portfolio, ranked #409.

LPL Financial first reported a position in USB in Q2 2013 and has held it in 52 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • LPL Financial held 3,087,669 shares of US Bancorp worth $161M as of Q1 2026.
  • LPL Financial bought 146,352 US Bancorp shares in Q1 2026, an estimated $8.04M.
  • US Bancorp made up 0.04% of LPL Financial's portfolio in Q1 2026, its #409 holding.
  • LPL Financial first reported a position in US Bancorp in Q2 2013 and has held it in 52 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.