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Asset Planning Inc’s US Bancorp USB Stock Holding History

Asset Planning Inc’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 		$73.6K Buy
1,219
+10
+0.8% +$560 0.05% 132
2026
Q1 		$62.9K Buy
1,209
+11
+0.9% +$604 0.04% 140
2025
Q4 		$63.9K Buy
1,198
+12
+1% +$590 0.04% 131
2025
Q3 		$57.3K Buy
1,186
+11
+0.9% +$520 0.04% 137
2025
Q2 		$53.2K Sell
1,175
-43
-4% -$1.81K 0.04% 141
2025
Q1 		$51.4K Buy
1,218
+11
+0.9% +$508 0.04% 143
2024
Q4 		$57.7K Buy
+1,207
New +$59.4K 0.04% 136

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's USB Position: Q2 2026 in Review

Asset Planning Inc increased its US Bancorp (USB) stake by 0.83% in Q2 2026, buying an estimated $560 and bringing the position to 1,219 shares worth $73.6K. The position accounts for 0.05% of the portfolio, ranked #132.

Asset Planning Inc first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Asset Planning Inc held 1,219 shares of US Bancorp worth $73.6K as of Q2 2026.
  • Asset Planning Inc bought 10 US Bancorp shares in Q2 2026, an estimated $560.
  • US Bancorp made up 0.05% of Asset Planning Inc's portfolio in Q2 2026, its #132 holding.
  • Asset Planning Inc first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.