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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
Q3 		$13M Sell
225,202
-1,158
-0.5% -$72.3K 3.22% 4
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 		$9.7M 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 		$9.9M 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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Keystone Financial Planning's USB Position: Q3 2026 in Review

Keystone Financial Planning reduced its US Bancorp (USB) stake by 0.51% in Q3 2026, selling an estimated $72.3K and leaving 225,202 shares worth $13M. The position accounts for 3.22% of the portfolio, ranked #4.

Keystone Financial Planning first reported a position in USB in Q3 2019 and has held it in 29 quarters since. The position peaked at $13.7M in Q2 2026. 376 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Keystone Financial Planning held 225,202 shares of US Bancorp worth $13M as of Q3 2026.
  • Keystone Financial Planning sold 1,158 US Bancorp shares in Q3 2026, an estimated $72.3K.
  • US Bancorp made up 3.22% of Keystone Financial Planning's portfolio in Q3 2026, its #4 holding.
  • Keystone Financial Planning first reported a position in US Bancorp in Q3 2019 and has held it in 29 quarters since.
  • Keystone Financial Planning's US Bancorp position peaked at $13.7M in Q2 2026.
  • 376 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.