Financial Plan Inc’s US Bancorp USB Stock Holding History

Financial Plan Inc’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	$262K	Buy	4,336 +375	+9%	+$21K	0.02%	88
2026 Q1	$206K	Hold	3,961	–	–	0.02%	88
2025 Q4	$211K	Buy	+3,961	New	+$195K	0.02%	83

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Plan Inc's USB Position: Q2 2026 in Review

Financial Plan Inc increased its US Bancorp (USB) stake by 9.5% in Q2 2026, buying an estimated $21K and bringing the position to 4,336 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #88.

Financial Plan Inc first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,071 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Financial Plan Inc held 4,336 shares of US Bancorp worth $262K as of Q2 2026.
Financial Plan Inc bought 375 US Bancorp shares in Q2 2026, an estimated $21K.
US Bancorp made up 0.02% of Financial Plan Inc's portfolio in Q2 2026, its #88 holding.
Financial Plan Inc first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
2,071 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.