CFFP
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Center for Financial Planning’s US Bancorp USB Stock Holding History

Center for Financial Planning’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 		$166K Sell
2,755
-1,972
-42% -$110K 0.02% 189
2026
Q1 		$246K Sell
4,727
-5,626
-54% -$309K 0.03% 155
2025
Q4 		$552K Hold
10,353
– – 0.06% 101
2025
Q3 		$500K Hold
10,353
– – 0.05% 108
2025
Q2 		$468K Buy
10,353
+860
+9% +$36.2K 0.05% 105
2025
Q1 		$401K Buy
9,493
+464
+5% +$21.4K 0.05% 110
2024
Q4 		$432K Hold
9,029
– – 0.06% 98
2024
Q3 		$413K Hold
9,029
– – 0.06% 103
2024
Q2 		$358K Sell
9,029
-67
-0.7% -$2.73K 0.05% 107
2024
Q1 		$407K Buy
9,096
+67
+0.7% +$2.83K 0.06% 102
2023
Q4 		$391K Hold
9,029
– – 0.07% 99
2023
Q3 		$299K Hold
9,029
– – 0.06% 104
2023
Q2 		$298K Buy
9,029
+166
+2% +$5.37K 0.06% 107
2023
Q1 		$320K Buy
8,863
+888
+11% +$39.6K 0.07% 104
2022
Q4 		$348K Hold
7,975
– – 0.08% 96
2022
Q3 		$322K Hold
7,975
– – 0.09% 91
2022
Q2 		$367K Hold
7,975
– – 0.09% 87
2022
Q1 		$424K Hold
7,975
– – 0.09% 88
2021
Q4 		$448K Hold
7,975
– – 0.09% 88
2021
Q3 		$474K Buy
7,975
+857
+12% +$48.8K 0.12% 81
2021
Q2 		$406K Hold
7,118
– – 0.1% 87
2021
Q1 		$394K Hold
7,118
– – 0.1% 88
2020
Q4 		$332K Hold
7,118
– – 0.09% 89
2020
Q3 		$255K Sell
7,118
-534
-7% -$19.5K 0.08% 97
2020
Q2 		$282K Sell
7,652
-341
-4% -$12.2K 0.1% 90
2020
Q1 		$275K Buy
7,993
+225
+3% +$10.8K 0.09% 88
2019
Q4 		$461K Buy
+7,768
New +$449K 0.12% 76

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
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

Center for Financial Planning's USB Position: Q2 2026 in Review

Center for Financial Planning reduced its US Bancorp (USB) stake by 42% in Q2 2026, selling an estimated $110K and leaving 2,755 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #189.

Center for Financial Planning first reported a position in USB in Q4 2019 and has held it in 27 quarters since. The position peaked at $552K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Center for Financial Planning held 2,755 shares of US Bancorp worth $166K as of Q2 2026.
  • Center for Financial Planning sold 1,972 US Bancorp shares in Q2 2026, an estimated $110K.
  • US Bancorp made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #189 holding.
  • Center for Financial Planning first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's US Bancorp position peaked at $552K in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.