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Mark Sheptoff Financial Planning’s US Bancorp USB Stock Holding History

Mark Sheptoff 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 		$10.6K Hold
175
– – 0.01% 348
2026
Q1 		$9.73K Buy
+175
New +$9.62K 0.01% 346
2024
Q4 		– Sell
-1,200
Closed -$54.9K – 450
2024
Q3 		$54.9K Hold
1,200
– – 0.03% 166
2024
Q2 		$47.6K Hold
1,200
– – 0.03% 182
2024
Q1 		$53.6K Hold
1,200
– – 0.03% 168
2023
Q4 		$51.9K Sell
1,200
-300
-20% -$11K 0.03% 157
2023
Q3 		$49.6K Sell
1,500
-2,000
-57% -$72.9K 0.03% 150
2023
Q2 		$116K Buy
3,500
+2,300
+192% +$74.3K 0.07% 111
2023
Q1 		$43.3K Hold
1,200
– – 0.03% 164
2022
Q4 		$52.3K Hold
1,200
– – 0.03% 148
2022
Q3 		$48K Hold
1,200
– – 0.03% 148
2022
Q2 		$55K Buy
1,200
+454
+61% +$22.7K 0.03% 150
2022
Q1 		$40K Hold
746
– – 0.02% 190
2021
Q4 		$42K Sell
746
-54
-7% -$3.19K 0.02% 191
2021
Q3 		$48K Hold
800
– – 0.03% 184
2021
Q2 		$46K Hold
800
– – 0.02% 195
2021
Q1 		$44K Buy
800
+500
+167% +$25K 0.03% 175
2020
Q4 		$14K Buy
300
+100
+50% +$4.23K 0.01% 252
2020
Q3 		$7K Hold
200
– – ﹤0.01% 255
2020
Q2 		$7K Hold
200
– – ﹤0.01% 280
2020
Q1 		$7K Sell
200
-200
-50% -$9.64K 0.01% 257
2019
Q4 		$24K Hold
400
– – 0.02% 199
2019
Q3 		$22K Buy
+400
New +$21.6K 0.01% 204

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

Mark Sheptoff Financial Planning's USB Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its US Bancorp (USB) position steady in Q2 2026 at 175 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #348.

Mark Sheptoff Financial Planning first reported a position in USB in Q3 2019 and has held it in 23 quarters since. The position peaked at $116K in Q2 2023. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Mark Sheptoff Financial Planning held 175 shares of US Bancorp worth $10.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #348 holding.
  • Mark Sheptoff Financial Planning first reported a position in US Bancorp in Q3 2019 and has held it in 23 quarters since.
  • Mark Sheptoff Financial Planning's US Bancorp position peaked at $116K in Q2 2023.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.