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BFC Planning, Inc.’s US Bancorp USB Stock Holding History

BFC Planning, 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 		$4.02M Sell
66,522
-1,255
-2% -$70.3K 0.16% 138
2026
Q1 		$3.53M Buy
67,777
+7,351
+12% +$404K 0.16% 133
2025
Q4 		$3.22M Buy
60,426
+46,058
+321% +$2.27M 0.14% 147
2025
Q3 		$694K Sell
14,368
-6,152
-30% -$291K 0.05% 306
2025
Q2 		$929K Sell
20,520
-863
-4% -$36.3K 0.07% 236
2025
Q1 		$903K Sell
21,383
-227
-1% -$10.5K 0.08% 219
2024
Q4 		$1.03M Buy
+21,610
New +$1.06M 0.09% 197

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFC Planning, Inc.'s USB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its US Bancorp (USB) stake by 1.9% in Q2 2026, selling an estimated $70.3K and leaving 66,522 shares worth $4.02M. The position accounts for 0.16% of the portfolio, ranked #138.

BFC Planning, Inc. first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 2,077 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • BFC Planning, Inc. held 66,522 shares of US Bancorp worth $4.02M as of Q2 2026.
  • BFC Planning, Inc. sold 1,255 US Bancorp shares in Q2 2026, an estimated $70.3K.
  • US Bancorp made up 0.16% of BFC Planning, Inc.'s portfolio in Q2 2026, its #138 holding.
  • BFC Planning, Inc. first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 2,077 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.