Superior Planning, LLC’s US Bancorp USB Stock Holding History

Superior Planning, LLC’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 Q3	$16.1K	Buy	+279	New	+$17.4K	0.01%	766

Other funds holding USB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's USB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in US Bancorp (USB) in Q3 2026: 279 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings.

1,578 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Superior Planning, LLC held 279 shares of US Bancorp worth $16.1K as of Q3 2026.
US Bancorp was a new Superior Planning, LLC position in Q3 2026.
US Bancorp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #766 holding.
1,578 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.