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Larry Mathis Financial Planning’s US Bancorp USB Stock Holding History

Larry Mathis 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 		$455K Sell
7,535
-81
-1% -$4.54K 0.35% 75
2026
Q1 		$396K Sell
7,616
-127
-2% -$6.98K 0.36% 75
2025
Q4 		$413K Buy
+7,743
New +$381K 0.36% 86

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 $3.37T 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 $2.3T AUM 54.33% 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
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

Larry Mathis Financial Planning's USB Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its US Bancorp (USB) stake by 1.1% in Q2 2026, selling an estimated $4.54K and leaving 7,535 shares worth $455K. The position accounts for 0.35% of the portfolio, ranked #75.

Larry Mathis Financial Planning first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Larry Mathis Financial Planning held 7,535 shares of US Bancorp worth $455K as of Q2 2026.
  • Larry Mathis Financial Planning sold 81 US Bancorp shares in Q2 2026, an estimated $4.54K.
  • US Bancorp made up 0.35% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Larry Mathis Financial Planning first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.