PDS Planning’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $563K | Buy |
9,314
+47
| +0.5% | +$2.63K | 0.03% | 278 |
|
|
2026
Q1 | $482K | Buy |
9,267
+179
| +2% | +$9.84K | 0.03% | 277 |
|
|
2025
Q4 | $485K | Buy |
9,088
+130
| +1% | +$6.39K | 0.03% | 265 |
|
|
2025
Q3 | $433K | Buy |
8,958
+29
| +0.3% | +$1.37K | 0.03% | 279 |
|
|
2025
Q2 | $404K | Buy |
8,929
+747
| +9% | +$31.4K | 0.03% | 282 |
|
|
2025
Q1 | $345K | Buy |
8,182
+847
| +12% | +$39.1K | 0.03% | 289 |
|
|
2024
Q4 | $351K | Buy |
7,335
+83
| +1% | +$4.08K | 0.03% | 257 |
|
|
2024
Q3 | $332K | Sell |
7,252
-81
| -1% | -$3.55K | 0.03% | 271 |
|
|
2024
Q2 | $291K | Buy |
7,333
+248
| +4% | +$10.1K | 0.03% | 263 |
|
|
2024
Q1 | $317K | Buy |
7,085
+172
| +2% | +$7.26K | 0.03% | 248 |
|
|
2023
Q4 | $299K | Sell |
6,913
-435
| -6% | -$15.9K | 0.03% | 233 |
|
|
2023
Q3 | $243K | Buy |
7,348
+1,185
| +19% | +$43.2K | 0.03% | 247 |
|
|
2023
Q2 | $204K | Sell |
6,163
-3,309
| -35% | -$107K | 0.03% | 296 |
|
|
2023
Q1 | $341K | Buy |
9,472
+1,198
| +14% | +$53.4K | 0.05% | 171 |
|
|
2022
Q4 | $361K | Sell |
8,274
-1,477
| -15% | -$63.2K | 0.06% | 130 |
|
|
2022
Q3 | $393K | Buy |
9,751
+1,895
| +24% | +$87.7K | 0.07% | 104 |
|
|
2022
Q2 | $362K | Buy |
7,856
+345
| +5% | +$17.2K | 0.07% | 119 |
|
|
2022
Q1 | $399K | Buy |
7,511
+286
| +4% | +$16.4K | 0.07% | 118 |
|
|
2021
Q4 | $406K | Buy |
7,225
+89
| +1% | +$5.26K | 0.08% | 105 |
|
|
2021
Q3 | $424K | Sell |
7,136
-56
| -0.8% | -$3.19K | 0.1% | 98 |
|
|
2021
Q2 | $410K | Buy |
7,192
+12
| +0.2% | +$704 | 0.1% | 100 |
|
|
2021
Q1 | $397K | Sell |
7,180
-697
| -9% | -$34.8K | 0.12% | 91 |
|
|
2020
Q4 | $367K | Sell |
7,877
-236
| -3% | -$9.99K | 0.13% | 90 |
|
|
2020
Q3 | $291K | Buy |
8,113
+273
| +3% | +$9.99K | 0.12% | 94 |
|
|
2020
Q2 | $289K | Buy |
7,840
+363
| +5% | +$12.9K | 0.13% | 91 |
|
|
2020
Q1 | $258K | Sell |
7,477
-316
| -4% | -$15.2K | 0.16% | 79 |
|
|
2019
Q4 | $462K | Sell |
7,793
-500
| -6% | -$28.9K | 0.29% | 54 |
|
|
2019
Q3 | $459K | Sell |
8,293
-96
| -1% | -$5.19K | 0.32% | 49 |
|
|
2019
Q2 | $440K | Buy |
8,389
+599
| +8% | +$30.9K | 0.33% | 49 |
|
|
2019
Q1 | $375K | Sell |
7,790
-66
| -0.8% | -$3.31K | 0.29% | 53 |
|
|
2018
Q4 | $359K | Buy |
7,856
+54
| +0.7% | +$2.78K | 0.31% | 51 |
|
|
2018
Q3 | $412K | Sell |
7,802
-412
| -5% | -$21.8K | 0.35% | 47 |
|
|
2018
Q2 | $411K | Hold |
8,214
| – | – | 0.41% | 44 |
|
|
2018
Q1 | $415K | Sell |
8,214
-815
| -9% | -$44.6K | 0.42% | 43 |
|
|
2017
Q4 | $484K | Buy |
+9,029
| New | +$486K | 0.49% | 40 |
|
Other funds holding USB
MB
PDS Planning's USB Position: Q2 2026 in Review
PDS Planning increased its US Bancorp (USB) stake by 0.51% in Q2 2026, buying an estimated $2.63K and bringing the position to 9,314 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #278.
PDS Planning first reported a position in USB in Q4 2017 and has held it in 35 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- PDS Planning held 9,314 shares of US Bancorp worth $563K as of Q2 2026.
- PDS Planning bought 47 US Bancorp shares in Q2 2026, an estimated $2.63K.
- US Bancorp made up 0.03% of PDS Planning's portfolio in Q2 2026, its #278 holding.
- PDS Planning first reported a position in US Bancorp in Q4 2017 and has held it in 35 quarters since.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.