Axim Planning & Wealth’s US Bancorp USB Stock Holding History

Axim Planning & Wealth’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	$818K	Hold	15,722	–	–	0.99%	10
2025 Q4	$839K	Hold	15,722	–	–	0.88%	11
2025 Q3	$760K	Buy	15,722 +299	+2%	+$14.1K	0.6%	13
2025 Q2	$698K	Hold	15,423	–	–	0.64%	11
2025 Q1	$651K	Hold	15,423	–	–	0.58%	7
2024 Q4	$738K	Hold	15,423	–	–	0.79%	7
2024 Q3	$705K	Hold	15,423	–	–	0.79%	6
2024 Q2	$612K	Hold	15,423	–	–	0.73%	6
2024 Q1	$689K	Sell	15,423 -100	-0.6%	-$4.22K	0.56%	7
2023 Q4	$672K	Sell	15,523 -159	-1%	-$5.81K	0.61%	7
2023 Q3	$518K	Buy	15,682 +159	+1%	+$5.79K	0.46%	11
2023 Q2	$513K	Buy	15,523 +100	+0.6%	+$3.23K	0.46%	11
2023 Q1	$556K	Hold	15,423	–	–	0.55%	11
2022 Q4	$673K	Hold	15,423	–	–	0.69%	13
2022 Q3	$622K	Buy	+15,423	New	+$714K	0.61%	11

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axim Planning & Wealth's USB Position: Q1 2026 in Review

Axim Planning & Wealth held its US Bancorp (USB) position steady in Q1 2026 at 15,722 shares worth $818K. The position accounts for 0.99% of the portfolio, ranked #10.

Axim Planning & Wealth first reported a position in USB in Q3 2022 and has held it in 15 quarters since. The position peaked at $839K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Axim Planning & Wealth held 15,722 shares of US Bancorp worth $818K as of Q1 2026.
Axim Planning & Wealth left its US Bancorp share count unchanged in Q1 2026.
US Bancorp made up 0.99% of Axim Planning & Wealth's portfolio in Q1 2026, its #10 holding.
Axim Planning & Wealth first reported a position in US Bancorp in Q3 2022 and has held it in 15 quarters since.
Axim Planning & Wealth's US Bancorp position peaked at $839K in Q4 2025.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.