HPM
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Hoxton Planning & Management’s US Bancorp USB Stock Holding History

Hoxton Planning & Management’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 		$420K Buy
6,958
+89
+1% +$4.99K 0.11% 141
2026
Q1 		$357K Sell
6,869
-65
-0.9% -$3.57K 0.11% 139
2025
Q4 		$370K Sell
6,934
-87
-1% -$4.28K 0.11% 135
2025
Q3 		$339K Buy
7,021
+234
+3% +$11.1K 0.11% 140
2025
Q2 		$307K Buy
6,787
+14
+0.2% +$589 0.11% 150
2025
Q1 		$286K Sell
6,773
-95
-1% -$4.38K 0.11% 155
2024
Q4 		$328K Buy
6,868
+271
+4% +$13.3K 0.13% 143
2024
Q3 		$302K Buy
6,597
+333
+5% +$14.6K 0.12% 153
2024
Q2 		$249K Buy
6,264
+36
+0.6% +$1.47K 0.12% 132
2024
Q1 		$278K Buy
6,228
+306
+5% +$12.9K 0.13% 122
2023
Q4 		$256K Sell
5,922
-941
-14% -$34.4K 0.14% 120
2023
Q3 		$227K Buy
6,863
+53
+0.8% +$1.93K 0.15% 124
2023
Q2 		$225K Buy
+6,810
New +$220K 0.14% 129
2023
Q1 		– Sell
-4,855
Closed -$212K – 174
2022
Q4 		$212K Buy
+4,855
New +$208K 0.11% 147

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Hoxton Planning & Management's USB Position: Q2 2026 in Review

Hoxton Planning & Management increased its US Bancorp (USB) stake by 1.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 6,958 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #141.

Hoxton Planning & Management first reported a position in USB in Q4 2022 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Hoxton Planning & Management held 6,958 shares of US Bancorp worth $420K as of Q2 2026.
  • Hoxton Planning & Management bought 89 US Bancorp shares in Q2 2026, an estimated $4.99K.
  • US Bancorp made up 0.11% of Hoxton Planning & Management's portfolio in Q2 2026, its #141 holding.
  • Hoxton Planning & Management first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.