LPL Financial
USB icon

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
Q3 		$1.37M Buy
+23,700
New +$1.48M ﹤0.01% 4204
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

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial's USB Position: Q3 2026 in Review

LPL Financial increased its US Bancorp (USB) stake by 6.2% in Q3 2026, buying an estimated $12.5M and bringing the position to 3,403,344 shares worth $197M. The position accounts for 0.04% of the portfolio, ranked #413.

LPL Financial first reported a position in USB in Q2 2013 and has held it in 54 quarters since. 1,195 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • LPL Financial held 3,403,344 shares of US Bancorp worth $197M as of Q3 2026.
  • LPL Financial bought 199,751 US Bancorp shares in Q3 2026, an estimated $12.5M.
  • US Bancorp made up 0.04% of LPL Financial's portfolio in Q3 2026, its #413 holding.
  • LPL Financial first reported a position in US Bancorp in Q2 2013 and has held it in 54 quarters since.
  • 1,195 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.