SEC 13F Intelligence

Greystone Financial Group, LLC / USB

Greystone Financial Group, LLC’s US Bancorp Position

Does Greystone Financial Group, LLC own US Bancorp (USB)? Not currently — the last reported position was 114.3K shares worth $5M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2024
Shares
114.3K
% of Portfolio
+1.02%
Quarters Held
3
position exited

Position History USB

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024114.3K$5M+1.02%
Q4 202394.6K$4M+0.95%
Q4 2022167.0K$7M+2.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of USB.