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Cornerstone Planning Group’s US Bancorp USB Stock Holding History

Cornerstone Planning Group’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 		$75.7K Sell
1,174
-1
-0.1% -$56 0.01% 309
2026
Q1 		$65.3K Buy
1,175
+193
+20% +$10.6K 0.01% 336
2025
Q4 		$54.7K Buy
982
+975
+13,929% +$48K 0.01% 324
2025
Q3 		$138 Sell
7
-391
-98% -$18.5K ﹤0.01% 1629
2025
Q2 		$17.7K Sell
398
-378
-49% -$15.9K ﹤0.01% 443
2025
Q1 		$30.7K Buy
776
+420
+118% +$19.4K 0.01% 317
2024
Q4 		$17.6K Buy
356
+12
+3% +$590 ﹤0.01% 330
2024
Q3 		$16.6K Sell
344
-36
-9% -$1.58K ﹤0.01% 328
2024
Q2 		$15.5K Sell
380
-44
-10% -$1.79K ﹤0.01% 357
2024
Q1 		$17.5K Sell
424
-113
-21% -$4.77K 0.01% 309
2023
Q4 		$23.2K Sell
537
-27
-5% -$987 0.01% 296
2023
Q3 		$18.6K Sell
564
-507
-47% -$18.5K 0.01% 320
2023
Q2 		$35.4K Buy
+1,071
New +$34.6K 0.01% 310
2022
Q4 		$76.3K Buy
+1,671
New +$71.5K 0.03% 202

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's USB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its US Bancorp (USB) stake by 0.09% in Q2 2026, selling an estimated $56 and leaving 1,174 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #309.

Cornerstone Planning Group first reported a position in USB in Q4 2022 and has held it in 14 quarters since. The position peaked at $76.3K in Q4 2022. 1,292 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cornerstone Planning Group held 1,174 shares of US Bancorp worth $75.7K as of Q2 2026.
  • Cornerstone Planning Group sold 1 US Bancorp share in Q2 2026, an estimated $56.
  • US Bancorp made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #309 holding.
  • Cornerstone Planning Group first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's US Bancorp position peaked at $76.3K in Q4 2022.
  • 1,292 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.