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Phillips Wealth Planners’s US Bancorp USB Stock Holding History

Phillips Wealth Planners’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 		$331K Sell
5,257
-142
-3% -$7.96K 0.24% 134
2026
Q1 		$294K Sell
5,399
-111
-2% -$6.1K 0.22% 158
2025
Q4 		$306K Buy
5,510
+41
+0.7% +$2.02K 0.25% 140
2025
Q3 		$261K Sell
5,469
-3,287
-38% -$155K 0.22% 161
2025
Q2 		$417K Sell
8,756
-3,202
-27% -$135K 0.38% 88
2025
Q1 		$453K Buy
11,958
+159
+1% +$7.34K 0.48% 70
2024
Q4 		$559K Sell
11,799
-257
-2% -$12.6K 0.56% 55
2024
Q3 		$593K Buy
12,056
+243
+2% +$10.7K 0.57% 50
2024
Q2 		$482K Buy
11,813
+331
+3% +$13.5K 0.51% 67
2024
Q1 		$471K Buy
11,482
+1,097
+11% +$46.3K 0.54% 62
2023
Q4 		$417K Sell
10,385
-1,149
-10% -$42K 0.5% 65
2023
Q3 		$378K Buy
11,534
+291
+3% +$10.6K 0.51% 73
2023
Q2 		$371K Buy
11,243
+148
+1% +$4.78K 0.49% 80
2023
Q1 		$365K Sell
11,095
-638
-5% -$28.4K 0.48% 78
2022
Q4 		$576K Buy
+11,733
New +$502K 1.01% 35

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Phillips Wealth Planners's USB Position: Q2 2026 in Review

Phillips Wealth Planners reduced its US Bancorp (USB) stake by 2.6% in Q2 2026, selling an estimated $7.96K and leaving 5,257 shares worth $331K. The position accounts for 0.24% of the portfolio, ranked #134.

Phillips Wealth Planners first reported a position in USB in Q4 2022 and has held it in 15 quarters since. The position peaked at $593K in Q3 2024. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Phillips Wealth Planners held 5,257 shares of US Bancorp worth $331K as of Q2 2026.
  • Phillips Wealth Planners sold 142 US Bancorp shares in Q2 2026, an estimated $7.96K.
  • US Bancorp made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #134 holding.
  • Phillips Wealth Planners first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's US Bancorp position peaked at $593K in Q3 2024.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.