USB — U.S. Bancorp COM

Ownership history in Linscomb Wealth, Inc.  ·  43 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in U.S. Bancorp COM (USB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2021 Q3)
Avg. % of fund
0.22%
First filed
2010 Q3
Last filed
2025 Q3
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,858 -468 -8.8% 0.01% $235K $47.87
2025 Q2 REDUCED 5,326 -917 -14.7% 0.01% $241K $44.34
2025 Q1 REDUCED 6,243 -6 -0.1% 0.01% $264K $40.92
2024 Q4 ADDED 6,249 +980 +18.6% 0.01% $299K $45.81
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USB price (monthly, adj. close)

Other funds also holding USB

As of 2025 Q4 — sorted by position size

MUFG Bank, Ltd. 3Y 7Y 74.37% Black Cypress Capital Management, LLC 12.82% REIK & CO., LLC 3Y 7Y 7.52% DAVIS SELECTED ADVISERS 3Y 7Y 5.29% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 4.76% Teza Capital Management LLC 3Y 7Y 4.62% COERENTE CAPITAL MANAGEMENT 3Y 4.18% Heritage Wealth Management, Inc. 4.12% BAYBAN 3.78% R.H. Investment Group, LLC 3.69%
← Back to Linscomb Wealth, Inc. Holdings