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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

USB holding history

US Bancorp DE in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
15,565
Value
$940.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of USB by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,565$940.1K0.1%−821−5.0%ReducedHolders
Q1 202616,386$852.3K0.1%+2,582+18.7%AddedHolders
Q4 202513,804$736.6K0.1%+107+0.8%AddedHolders
Q3 202513,697$662.0K0.1%−420−3.0%ReducedHolders
Q2 202514,117$638.8K0.1%+1,536+12.2%AddedHolders
Q1 202512,581$531.2K0.1%+1,527+13.8%AddedHolders
Q4 202411,054$528.7K0.1%−491−4.3%ReducedHolders
Q3 202411,545$528.0K0.1%+6+0.1%AddedHolders
Q2 202411,539$458.1K0.2%+6+0.1%AddedHolders
Q1 202411,533$515.5K0.1%−177−1.5%ReducedHolders
Q4 202311,710$506.8K0.1%−2,381−16.9%ReducedHolders
Q3 202314,091$465.8K0.1%+1,397+11.0%AddedHolders
Q2 202312,694$419.4K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202211,879$518.0K0.1%+406+3.5%AddedHolders
Q3 202211,473$463.0K0.1%−33−0.3%ReducedHolders
Q2 202211,506$530.0K0.1%+60+0.5%AddedHolders
Q1 202211,446$608.0K0.1%+1,468+14.7%AddedHolders
Q4 20219,978$560.0K0.1%+1,784+21.8%AddedHolders
Q3 20218,194$487.0K0.1%+37+0.5%AddedHolders
Q2 20218,157$465.0K0.1%+30.0%AddedHolders
Q1 20218,154$451.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.