API
USB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Planning Inc's USB Position: Q1 2026 in Review

Asset Planning Inc increased its US Bancorp (USB) stake by 0.92% in Q1 2026, buying an estimated $604 and bringing the position to 1,209 shares worth $62.9K. The position accounts for 0.04% of the portfolio, ranked #140.

Asset Planning Inc first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.9K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Asset Planning Inc held 1,209 shares of US Bancorp worth $62.9K as of Q1 2026.
  • Asset Planning Inc bought 11 US Bancorp shares in Q1 2026, an estimated $604.
  • US Bancorp made up 0.04% of Asset Planning Inc's portfolio in Q1 2026, its #140 holding.
  • Asset Planning Inc first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's US Bancorp position peaked at $63.9K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.