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Keystone Financial Planning’s US Bancorp USB Stock Holding History

Keystone Financial Planning’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 		$13.7M Buy
226,360
+2,012
+0.9% +$113K 3.52% 2
2026
Q1 		$11.7M Buy
224,348
+3,498
+2% +$192K 3.12% 3
2025
Q4 		$11.8M Sell
220,850
-6,670
-3% -$328K 3.42% 4
2025
Q3 		$11M Sell
227,520
-1,316
-0.6% -$62.2K 3.2% 4
2025
Q2 		$10.4M Sell
228,836
-172
-0.1% -$7.23K 3.13% 4
2025
Q1 		$9.67M Buy
229,008
+156,394
+215% +$7.22M 2.88% 5
2024
Q4 		$3.47M Buy
72,614
+16,552
+30% +$814K 1.08% 22
2024
Q3 		$2.56M Hold
56,062
– – 0.78% 26
2024
Q2 		$2.23M Sell
56,062
-348
-0.6% -$14.2K 0.74% 27
2024
Q1 		$2.52M Sell
56,410
-3,766
-6% -$159K 0.82% 27
2023
Q4 		$2.6M Hold
60,176
– – 0.86% 28
2023
Q3 		$1.99M Sell
60,176
-304
-0.5% -$11.1K 0.7% 30
2023
Q2 		$2M Buy
60,480
+2,359
+4% +$76.2K 0.67% 31
2023
Q1 		$2.1M Sell
58,121
-1,051
-2% -$46.8K 0.71% 30
2022
Q4 		$2.58M Sell
59,172
-263
-0.4% -$11.3K 0.87% 29
2022
Q3 		$2.4M Buy
59,435
+2,000
+3% +$92.5K 0.92% 29
2022
Q2 		$2.64M Sell
57,435
-1,350
-2% -$67.4K 0.93% 29
2022
Q1 		$3.12M Sell
58,785
-365
-0.6% -$21K 1.05% 29
2021
Q4 		$3.32M Sell
59,150
-9,611
-14% -$568K 1.13% 28
2021
Q3 		$4.09M Buy
68,761
+822
+1% +$46.8K 1.49% 22
2021
Q2 		$3.87M Sell
67,939
-111,372
-62% -$6.53M 1.4% 21
2021
Q1 		$9.92M Sell
179,311
-1,092
-0.6% -$54.5K 3.7% 3
2020
Q4 		$8.4M Sell
180,403
-715
-0.4% -$30.3K 3.49% 5
2020
Q3 		$6.49M Hold
181,118
– – 3.14% 13
2020
Q2 		$6.67M Buy
181,118
+48,810
+37% +$1.74M 3.29% 14
2020
Q1 		$4.56M Buy
132,308
+88,842
+204% +$4.28M 2.61% 20
2019
Q4 		$2.58M Buy
43,466
+1
+0% +$58 1.15% 35
2019
Q3 		$2.4M Buy
+43,465
New +$2.35M 1.15% 34

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keystone Financial Planning's USB Position: Q2 2026 in Review

Keystone Financial Planning increased its US Bancorp (USB) stake by 0.9% in Q2 2026, buying an estimated $113K and bringing the position to 226,360 shares worth $13.7M. The position accounts for 3.52% of the portfolio, ranked #2.

Keystone Financial Planning first reported a position in USB in Q3 2019 and has held it in 28 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Keystone Financial Planning held 226,360 shares of US Bancorp worth $13.7M as of Q2 2026.
  • Keystone Financial Planning bought 2,012 US Bancorp shares in Q2 2026, an estimated $113K.
  • US Bancorp made up 3.52% of Keystone Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Keystone Financial Planning first reported a position in US Bancorp in Q3 2019 and has held it in 28 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.