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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
Q1 		$206K Hold
3,961
– – 0.02% 88
2025
Q4 		$211K Buy
+3,961
New +$195K 0.02% 83

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.55B AUM 19.67% 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

Financial Plan Inc's USB Position: Q1 2026 in Review

Financial Plan Inc held its US Bancorp (USB) position steady in Q1 2026 at 3,961 shares worth $206K. 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 2 quarters since. The position peaked at $211K in Q4 2025. 1,972 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Financial Plan Inc held 3,961 shares of US Bancorp worth $206K as of Q1 2026.
  • Financial Plan Inc left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 0.02% of Financial Plan Inc's portfolio in Q1 2026, its #88 holding.
  • Financial Plan Inc first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's US Bancorp position peaked at $211K in Q4 2025.
  • 1,972 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.