LifePlan Financial’s US Bancorp USB Stock Holding History

LifePlan Financial’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	$2.33M	Sell	38,540 -625	-2%	-$35K	1.63%	17
2026 Q1	$2.04M	Buy	39,165 +2,196	+6%	+$121K	1.51%	17
2025 Q4	$1.97M	Buy	36,969 +1,500	+4%	+$73.8K	1.51%	20
2025 Q3	$1.71M	Buy	35,469 +1,910	+6%	+$90.3K	1.36%	21
2025 Q2	$1.52M	Buy	33,559 +1,819	+6%	+$76.5K	1.26%	23
2025 Q1	$1.34M	Buy	31,740 +1,040	+3%	+$48K	1.17%	22
2024 Q4	$1.47M	Buy	30,700 +5,328	+21%	+$262K	1.3%	22
2024 Q3	$1.16M	Buy	25,372 +6,291	+33%	+$276K	1%	27
2024 Q2	$757K	Sell	19,081 -472	-2%	-$19.2K	0.7%	44
2024 Q1	$874K	Buy	19,553 +3,670	+23%	+$155K	0.8%	39
2023 Q4	$687K	Buy	+15,883	New	+$581K	0.69%	45

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

LifePlan Financial's USB Position: Q2 2026 in Review

LifePlan Financial reduced its US Bancorp (USB) stake by 1.6% in Q2 2026, selling an estimated $35K and leaving 38,540 shares worth $2.33M. The position accounts for 1.63% of the portfolio, ranked #17.

LifePlan Financial first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold USB as of Q2 2026.

LifePlan Financial held 38,540 shares of US Bancorp worth $2.33M as of Q2 2026.
LifePlan Financial sold 625 US Bancorp shares in Q2 2026, an estimated $35K.
US Bancorp made up 1.63% of LifePlan Financial's portfolio in Q2 2026, its #17 holding.
LifePlan Financial first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
868 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.