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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
Q2 		$791K Sell
13,102
-2,620
-17% -$147K 1.11% 13
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
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

Axim Planning & Wealth's USB Position: Q2 2026 in Review

Axim Planning & Wealth reduced its US Bancorp (USB) stake by 17% in Q2 2026, selling an estimated $147K and leaving 13,102 shares worth $791K. The position accounts for 1.11% of the portfolio, ranked #13.

Axim Planning & Wealth first reported a position in USB in Q3 2022 and has held it in 16 quarters since. The position peaked at $839K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Axim Planning & Wealth held 13,102 shares of US Bancorp worth $791K as of Q2 2026.
  • Axim Planning & Wealth sold 2,620 US Bancorp shares in Q2 2026, an estimated $147K.
  • US Bancorp made up 1.11% of Axim Planning & Wealth's portfolio in Q2 2026, its #13 holding.
  • Axim Planning & Wealth first reported a position in US Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Axim Planning & Wealth's US Bancorp position peaked at $839K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.