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LVW Advisors’s US Bancorp USB Stock Holding History

LVW Advisors’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 		$3.67M Buy
60,797
+116
+0.2% +$6.5K 0.32% 44
2026
Q1 		$3.16M Buy
60,681
+4,229
+7% +$232K 0.3% 45
2025
Q4 		$3.01M Buy
56,452
+3,964
+8% +$195K 0.31% 43
2025
Q3 		$2.54M Buy
52,488
+4,398
+9% +$208K 0.26% 51
2025
Q2 		$2.18M Buy
48,090
+429
+0.9% +$18K 0.24% 59
2025
Q1 		$2.01M Sell
47,661
-7,171
-13% -$331K 0.24% 55
2024
Q4 		$2.62M Sell
54,832
-3,432
-6% -$169K 0.32% 53
2024
Q3 		$2.66M Buy
58,264
+4,321
+8% +$190K 0.34% 46
2024
Q2 		$2.14M Buy
53,943
+14,643
+37% +$597K 0.31% 47
2024
Q1 		$1.76M Buy
39,300
+10,612
+37% +$448K 0.3% 57
2023
Q4 		$1.24M Buy
28,688
+17,086
+147% +$625K 0.23% 71
2023
Q3 		$384K Buy
+11,602
New +$423K 0.08% 154
2023
Q2 		– Sell
-6,609
Closed -$238K – 238
2023
Q1 		$238K Buy
6,609
+1,584
+32% +$70.6K 0.05% 207
2022
Q4 		$219K Sell
5,025
-340
-6% -$14.6K 0.04% 215
2022
Q3 		$216K Buy
5,365
+127
+2% +$5.88K 0.05% 203
2022
Q2 		$241K Buy
5,238
+165
+3% +$8.24K 0.05% 205
2022
Q1 		$270K Sell
5,073
-28
-0.5% -$1.61K 0.05% 203
2021
Q4 		$287K Buy
5,101
+390
+8% +$23.1K 0.05% 202
2021
Q3 		$280K Buy
+4,711
New +$268K 0.05% 199

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's USB Position: Q2 2026 in Review

LVW Advisors increased its US Bancorp (USB) stake by 0.19% in Q2 2026, buying an estimated $6.5K and bringing the position to 60,797 shares worth $3.67M. The position accounts for 0.32% of the portfolio, ranked #44.

LVW Advisors first reported a position in USB in Q3 2021 and has held it in 19 quarters since. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • LVW Advisors held 60,797 shares of US Bancorp worth $3.67M as of Q2 2026.
  • LVW Advisors bought 116 US Bancorp shares in Q2 2026, an estimated $6.5K.
  • US Bancorp made up 0.32% of LVW Advisors's portfolio in Q2 2026, its #44 holding.
  • LVW Advisors first reported a position in US Bancorp in Q3 2021 and has held it in 19 quarters since.
  • 930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.