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Financial Life Planners’s US Bancorp USB Stock Holding History

Financial Life Planners’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 		$31.7K Buy
525
+5
+1% +$280 0.02% 153
2026
Q1 		$27.1K Buy
+520
New +$28.6K 0.02% 159
2025
Q4 		– Sell
-510
Closed -$24.6K – 310
2025
Q3 		$24.6K Buy
+510
New +$24.1K 0.02% 186
2025
Q1 		– Sell
-493
Closed -$23.6K – 361
2024
Q4 		$23.6K Buy
+493
New +$24.3K 0.02% 189

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's USB Position: Q2 2026 in Review

Financial Life Planners increased its US Bancorp (USB) stake by 0.96% in Q2 2026, buying an estimated $280 and bringing the position to 525 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #153.

Financial Life Planners first reported a position in USB in Q4 2024 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Financial Life Planners held 525 shares of US Bancorp worth $31.7K as of Q2 2026.
  • Financial Life Planners bought 5 US Bancorp shares in Q2 2026, an estimated $280.
  • US Bancorp made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #153 holding.
  • Financial Life Planners first reported a position in US Bancorp in Q4 2024 and has held it in 4 quarters since.
  • 929 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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