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My Legacy Advisors’s US Bancorp USB Stock Holding History

My Legacy 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
2025
Q2 		$893K Buy
18,764
+995
+6% +$41.8K 0.32% 89
2025
Q1 		$750K Sell
17,769
-226
-1% -$10.4K 0.29% 101
2024
Q4 		$916K Buy
17,995
+92
+0.5% +$4.53K 0.36% 76
2024
Q3 		$819K Sell
17,903
-3,154
-15% -$138K 0.32% 85
2024
Q2 		$836K Buy
21,057
+160
+0.8% +$6.53K 0.27% 101
2024
Q1 		$934K Buy
20,897
+330
+2% +$13.9K 0.31% 92
2023
Q4 		$881K Buy
20,567
+1,850
+10% +$67.6K 0.32% 96
2023
Q3 		$613K Buy
18,717
+9,300
+99% +$339K 0.25% 124
2023
Q2 		$337K Sell
9,417
-4,259
-31% -$138K 0.13% 174
2023
Q1 		$487K Buy
13,676
+735
+6% +$32.7K 0.21% 148
2022
Q4 		$638K Buy
12,941
+1,587
+14% +$67.9K 0.27% 137
2022
Q3 		$485K Buy
11,354
+3,487
+44% +$161K 0.24% 146
2022
Q2 		$365K Buy
+7,867
New +$393K 0.18% 162

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

My Legacy Advisors's USB Position: Q2 2025 in Review

My Legacy Advisors increased its US Bancorp (USB) stake by 5.6% in Q2 2025, buying an estimated $41.8K and bringing the position to 18,764 shares worth $893K. The position accounts for 0.32% of the portfolio, ranked #89.

My Legacy Advisors first reported a position in USB in Q2 2022 and has held it in 13 quarters since. The position peaked at $934K in Q1 2024. 1,836 funds tracked by Wall St. Rank hold USB as of Q2 2025.

  • My Legacy Advisors held 18,764 shares of US Bancorp worth $893K as of Q2 2025.
  • My Legacy Advisors bought 995 US Bancorp shares in Q2 2025, an estimated $41.8K.
  • US Bancorp made up 0.32% of My Legacy Advisors's portfolio in Q2 2025, its #89 holding.
  • My Legacy Advisors first reported a position in US Bancorp in Q2 2022 and has held it in 13 quarters since.
  • My Legacy Advisors's US Bancorp position peaked at $934K in Q1 2024.
  • 1,836 funds tracked by Wall St. Rank held US Bancorp as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.