Creative Planning’s US Bancorp USB Stock Holding History

Creative 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
2020 Q1	–	Sell	-100	Closed	-$1K	–	2082
2019 Q4	$1K	Buy	+100	New	+$5.78K	﹤0.01%	1987
2016 Q1	–	Sell	-4,000	Closed	-$2K	–	4541
2015 Q4	$2K	Hold	4,000	–	–	﹤0.01%	4076
2015 Q3	$4K	Buy	+4,000	New	+$173K	﹤0.01%	3737
2015 Q2	–	Sell	-4,500	Closed	-$13K	–	2932
2015 Q1	$13K	Sell	4,500 -2,500	-36%	-$109K	﹤0.01%	3037
2014 Q4	$30K	Sell	7,000 -5,000	-42%	-$215K	﹤0.01%	2356
2014 Q3	$35K	Buy	12,000 +5,000	+71%	+$211K	﹤0.01%	2166
2014 Q2	$25K	Buy	7,000 +2,000	+40%	+$83.5K	﹤0.01%	2363
2014 Q1	$20K	Buy	+5,000	New	+$205K	﹤0.01%	2379

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

Creative Planning's USB Position: Q1 2026 in Review

Creative Planning reduced its US Bancorp (USB) stake by 1.6% in Q1 2026, selling an estimated $702K and leaving 783,076 shares worth $40.7M. The position accounts for 0.03% of the portfolio, ranked #255.

Creative Planning first reported a position in USB in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.5M in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Creative Planning held 783,076 shares of US Bancorp worth $40.7M as of Q1 2026.
Creative Planning sold 12,780 US Bancorp shares in Q1 2026, an estimated $702K.
US Bancorp made up 0.03% of Creative Planning's portfolio in Q1 2026, its #255 holding.
Creative Planning first reported a position in US Bancorp in Q2 2013 and has held it in 52 quarters since.
Creative Planning's US Bancorp position peaked at $42.5M in Q4 2025.
1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.