JRPIM
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Journey Retirement Planning & Investment Management’s US Bancorp USB Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-7,952
Closed -$424K – 241
2025
Q4 		$424K Buy
+7,952
New +$391K 0.09% 163

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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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

Journey Retirement Planning & Investment Management's USB Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of US Bancorp (USB) in Q1 2026, closing a stake of 7,952 shares — an estimated $424K sold.

Journey Retirement Planning & Investment Management first reported a position in USB in Q4 2025 and held it in 1 quarter. The position peaked at $424K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 7,952 US Bancorp shares in Q1 2026, an estimated $424K.
  • Journey Retirement Planning & Investment Management first reported a position in US Bancorp in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's US Bancorp position peaked at $424K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.