Action Point Financial Planning’s US Bancorp USB Stock Holding History

Action Point Financial Planning’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 Q2	$138K	Buy	+2,282	New	+$128K	0.01%	519

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Action Point Financial Planning's USB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in US Bancorp (USB) in Q2 2026: 2,282 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Action Point Financial Planning held 2,282 shares of US Bancorp worth $138K as of Q2 2026.
US Bancorp was a new Action Point Financial Planning position in Q2 2026.
US Bancorp made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #519 holding.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.