PRP
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Peak Retirement Planning’s US Bancorp USB Stock Holding History

Peak Retirement 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
Q1 		– Sell
-38,008
Closed -$2.03M – 163
2025
Q4 		$2.03M Buy
38,008
+1,603
+4% +$78.8K 0.47% 61
2025
Q3 		$1.76M Buy
36,405
+7,673
+27% +$363K 0.5% 62
2025
Q2 		$1.3M Buy
28,732
+7,944
+38% +$334K 0.52% 62
2025
Q1 		$878K Buy
+20,788
New +$959K 0.49% 75

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Peak Retirement Planning's USB Position: Q1 2026 in Review

Peak Retirement Planning sold out of US Bancorp (USB) in Q1 2026, closing a stake of 38,008 shares — an estimated $2.03M sold.

Peak Retirement Planning first reported a position in USB in Q1 2025 and held it in 4 quarters. The position peaked at $2.03M in Q4 2025. 1,977 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Peak Retirement Planning reported no remaining US Bancorp position as of Q1 2026 after selling out during the quarter.
  • Peak Retirement Planning sold 38,008 US Bancorp shares in Q1 2026, an estimated $2.03M.
  • Peak Retirement Planning first reported a position in US Bancorp in Q1 2025 and held it in 4 quarters.
  • Peak Retirement Planning's US Bancorp position peaked at $2.03M in Q4 2025.
  • 1,977 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.