Creative Planning
USB icon

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
-1,000
Closed -$4K – 2083
2019
Q4 		$4K Buy
+1,000
New +$57.8K ﹤0.01% 1939

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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.