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Moody Lynn & Lieberson’s US Bancorp USB Stock Holding History

Moody Lynn & Lieberson’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 		$423K Sell
7,005
-61
-0.9% -$3.42K 0.02% 186
2026
Q1 		$368K Buy
7,066
+150
+2% +$8.24K 0.02% 198
2025
Q4 		$369K Sell
6,916
-200
-3% -$9.84K 0.02% 200
2025
Q3 		$344K Sell
7,116
-765
-10% -$36.2K 0.02% 206
2025
Q2 		$357K Buy
7,881
+18
+0.2% +$757 0.02% 197
2025
Q1 		$332K Hold
7,863
– – 0.02% 195
2024
Q4 		$376K Hold
7,863
– – 0.02% 190
2024
Q3 		$360K Buy
7,863
+49
+0.6% +$2.15K 0.02% 196
2024
Q2 		$310K Sell
7,814
-294
-4% -$12K 0.02% 195
2024
Q1 		$362K Hold
8,108
– – 0.02% 186
2023
Q4 		$351K Sell
8,108
-632
-7% -$23.1K 0.03% 187
2023
Q3 		$289K Buy
8,740
+254
+3% +$9.25K 0.02% 174
2023
Q2 		$280K Sell
8,486
-6,194
-42% -$200K 0.02% 189
2023
Q1 		$529K Hold
14,680
– – 0.05% 147
2022
Q4 		$640K Hold
14,680
– – 0.06% 138
2022
Q3 		$592K Sell
14,680
-536
-4% -$24.8K 0.06% 132
2022
Q2 		$700K Sell
15,216
-85
-0.6% -$4.24K 0.06% 125
2022
Q1 		$813K Sell
15,301
-215
-1% -$12.4K 0.06% 125
2021
Q4 		$872K Hold
15,516
– – 0.06% 129
2021
Q3 		$922K Hold
15,516
– – 0.07% 120
2021
Q2 		$884K Buy
15,516
+194
+1% +$11.4K 0.07% 122
2021
Q1 		$847K Buy
15,322
+672
+5% +$33.6K 0.07% 121
2020
Q4 		$683K Hold
14,650
– – 0.06% 128
2020
Q3 		$525K Hold
14,650
– – 0.05% 135
2020
Q2 		$539K Sell
14,650
-4,735
-24% -$169K 0.06% 119
2020
Q1 		$668 Sell
19,385
-1,256
-6% -$60.5K 0.09% 93
2019
Q4 		$1.22M Buy
20,641
+331
+2% +$19.1K 0.12% 106
2019
Q3 		$1.12M Buy
20,310
+190
+0.9% +$10.3K 0.13% 90
2019
Q2 		$1.05M Sell
20,120
-200
-1% -$10.3K 0.12% 100
2019
Q1 		$979K Sell
20,320
-7,000
-26% -$351K 0.11% 95
2018
Q4 		$1.25M Hold
27,320
– – 0.17% 88
2018
Q3 		$1.44M Sell
27,320
-206
-0.7% -$10.9K 0.15% 92
2018
Q2 		$1.38M Buy
27,526
+206
+0.8% +$10.5K 0.16% 92
2018
Q1 		$1.38M Sell
27,320
-782
-3% -$42.8K 0.17% 91
2017
Q4 		$1.61M Sell
28,102
-2,201
-7% -$118K 0.17% 89
2017
Q3 		$1.62M Buy
30,303
+1,630
+6% +$85.3K 0.2% 90
2017
Q2 		$1.49M Sell
28,673
-210,003
-88% -$10.8M 0.2% 85
2017
Q1 		$12.3M Sell
238,676
-15,364
-6% -$819K 1.73% 17
2016
Q4 		$13.1M Buy
254,040
+50,575
+25% +$2.41M 1.87% 14
2016
Q3 		$8.73M Buy
+203,465
New +$8.64M 1.45% 23
2013
Q3 		– Sell
-101,257
Closed -$3.66M – 199
2013
Q2 		$3.66M Buy
+101,257
New +$3.47M 0.64% 59

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Moody Lynn & Lieberson's USB Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its US Bancorp (USB) stake by 0.86% in Q2 2026, selling an estimated $3.42K and leaving 7,005 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #186.

Moody Lynn & Lieberson first reported a position in USB in Q2 2013 and has held it in 41 quarters since. The position peaked at $13.1M in Q4 2016. 453 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Moody Lynn & Lieberson held 7,005 shares of US Bancorp worth $423K as of Q2 2026.
  • Moody Lynn & Lieberson sold 61 US Bancorp shares in Q2 2026, an estimated $3.42K.
  • US Bancorp made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #186 holding.
  • Moody Lynn & Lieberson first reported a position in US Bancorp in Q2 2013 and has held it in 41 quarters since.
  • Moody Lynn & Lieberson's US Bancorp position peaked at $13.1M in Q4 2016.
  • 453 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.