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Avantax Planning Partners’s US Bancorp USB Stock Holding History

Avantax Planning Partners’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 		$5.11M Sell
84,534
-1,107
-1% -$62K 0.13% 96
2026
Q1 		$4.45M Sell
85,641
-5,869
-6% -$322K 0.12% 98
2025
Q4 		$4.88M Buy
91,510
+1,362
+2% +$67K 0.14% 92
2025
Q3 		$4.36M Buy
90,148
+4,285
+5% +$203K 0.12% 93
2025
Q2 		$3.89M Buy
85,863
+3,859
+5% +$162K 0.12% 98
2025
Q1 		$3.46M Sell
82,004
-19,522
-19% -$901K 0.12% 98
2024
Q4 		$4.86M Sell
101,526
-225
-0.2% -$11.1K 0.18% 85
2024
Q3 		$4.65M Sell
101,751
-32,228
-24% -$1.41M 0.17% 83
2024
Q2 		$5.32M Sell
133,979
-2,376
-2% -$96.9K 0.17% 84
2024
Q1 		$6.1M Buy
136,355
+54,023
+66% +$2.28M 0.2% 80
2023
Q4 		$3.56M Sell
82,332
-2,941
-3% -$108K 0.14% 81
2023
Q3 		$2.82M Sell
85,273
-10,894
-11% -$397K 0.12% 88
2023
Q2 		$3.18M Buy
96,167
+2,876
+3% +$92.9K 0.13% 82
2023
Q1 		$3.36M Buy
93,291
+3,530
+4% +$157K 0.14% 75
2022
Q4 		$3.91M Buy
89,761
+455
+0.5% +$19.5K 0.16% 72
2022
Q3 		$3.6M Buy
89,306
+4,758
+6% +$220K 0.16% 70
2022
Q2 		$3.89M Buy
84,548
+9,687
+13% +$484K 0.17% 71
2022
Q1 		$3.98M Buy
74,861
+3,072
+4% +$177K 0.16% 70
2021
Q4 		$4.03M Buy
71,789
+1,605
+2% +$94.9K 0.17% 57
2021
Q3 		$4.17M Buy
70,184
+14,477
+26% +$824K 0.19% 44
2021
Q2 		$3.17M Buy
55,707
+14,004
+34% +$822K 0.15% 61
2021
Q1 		$2.31M Buy
41,703
+9,416
+29% +$470K 0.12% 73
2020
Q4 		$1.5M Sell
32,287
-437
-1% -$18.5K 0.08% 98
2020
Q3 		$1.17M Sell
32,724
-1,491
-4% -$54.6K 0.06% 117
2020
Q2 		$1.26M Sell
34,215
-2,000
-6% -$71.3K 0.07% 111
2020
Q1 		$1.25M Sell
36,215
-6,939
-16% -$334K 0.09% 94
2019
Q4 		$2.56M Sell
43,154
-368
-0.8% -$21.3K 0.15% 58
2019
Q3 		$2.41M Buy
43,522
+1,551
+4% +$83.8K 0.15% 58
2019
Q2 		$2.23M Buy
41,971
+475
+1% +$24.5K 0.14% 61
2019
Q1 		$2M Buy
41,496
+1,123
+3% +$56.3K 0.14% 63
2018
Q4 		$1.84M Sell
40,373
-451
-1% -$23.2K 0.14% 64
2018
Q3 		$2.16M Buy
40,824
+2,976
+8% +$158K 0.17% 48
2018
Q2 		$1.89M Sell
37,848
-949
-2% -$48.2K 0.17% 49
2018
Q1 		$1.96M Buy
38,797
+145
+0.4% +$7.93K 0.17% 51
2017
Q4 		$2.07M Sell
38,652
-12,706
-25% -$684K 0.19% 48
2017
Q3 		$2.75M Sell
51,358
-4,806
-9% -$251K 0.22% 45
2017
Q2 		$2.92M Buy
56,164
+6,427
+13% +$331K 0.25% 39
2017
Q1 		$2.56M Sell
49,737
-1,624
-3% -$86.6K 0.23% 40
2016
Q4 		$2.64M Buy
+51,361
New +$2.44M 0.28% 34

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Avantax Planning Partners's USB Position: Q2 2026 in Review

Avantax Planning Partners reduced its US Bancorp (USB) stake by 1.3% in Q2 2026, selling an estimated $62K and leaving 84,534 shares worth $5.11M. The position accounts for 0.13% of the portfolio, ranked #96.

Avantax Planning Partners first reported a position in USB in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.1M in Q1 2024. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Avantax Planning Partners held 84,534 shares of US Bancorp worth $5.11M as of Q2 2026.
  • Avantax Planning Partners sold 1,107 US Bancorp shares in Q2 2026, an estimated $62K.
  • US Bancorp made up 0.13% of Avantax Planning Partners's portfolio in Q2 2026, its #96 holding.
  • Avantax Planning Partners first reported a position in US Bancorp in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's US Bancorp position peaked at $6.1M in Q1 2024.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.