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Pinnacle Wealth Planning Services’s US Bancorp USB Stock Holding History

Pinnacle Wealth Planning Services’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 		$620K Buy
11,925
+302
+3% +$16.6K 0.06% 181
2025
Q4 		$620K Buy
11,623
+1,145
+11% +$56.3K 0.06% 168
2025
Q3 		$506K Buy
10,478
+3,467
+49% +$164K 0.06% 212
2025
Q2 		$317K Buy
7,011
+21
+0.3% +$883 0.04% 282
2025
Q1 		$295K Buy
6,990
+151
+2% +$6.97K 0.04% 266
2024
Q4 		$327K Sell
6,839
-1,574
-19% -$77.4K 0.05% 234
2024
Q3 		$385K Sell
8,413
-111
-1% -$4.87K 0.05% 237
2024
Q2 		$338K Sell
8,524
-1,488
-15% -$60.7K 0.05% 260
2024
Q1 		$448K Buy
10,012
+1,890
+23% +$79.8K 0.07% 208
2023
Q4 		$352K Sell
8,122
-4,179
-34% -$153K 0.06% 230
2023
Q3 		$407K Buy
12,301
+3,866
+46% +$141K 0.07% 195
2023
Q2 		$279K Buy
8,435
+1,018
+14% +$32.9K 0.05% 278
2023
Q1 		$267K Sell
7,417
-2,569
-26% -$114K 0.04% 294
2022
Q4 		$435K Sell
9,986
-142
-1% -$6.08K 0.08% 188
2022
Q3 		$408K Sell
10,128
-1,225
-11% -$56.7K 0.08% 175
2022
Q2 		$522K Buy
11,353
+1,771
+18% +$88.4K 0.09% 147
2022
Q1 		$509K Sell
9,582
-712
-7% -$40.9K 0.09% 165
2021
Q4 		$578K Buy
10,294
+536
+5% +$31.7K 0.11% 138
2021
Q3 		$580K Buy
9,758
+286
+3% +$16.3K 0.13% 122
2021
Q2 		$539K Sell
9,472
-55
-0.6% -$3.23K 0.13% 126
2021
Q1 		$527K Buy
9,527
+634
+7% +$31.7K 0.14% 122
2020
Q4 		$414K Buy
8,893
+220
+3% +$9.31K 0.1% 136
2020
Q3 		$311K Buy
8,673
+1,730
+25% +$63.3K 0.1% 164
2020
Q2 		$255K Sell
6,943
-1,892
-21% -$67.4K 0.08% 179
2020
Q1 		$303K Buy
8,835
+510
+6% +$24.6K 0.14% 135
2019
Q4 		$493K Buy
8,325
+1,548
+23% +$89.5K 0.23% 89
2019
Q3 		$375K Buy
6,777
+791
+13% +$42.7K 0.2% 97
2019
Q2 		$314K Buy
5,986
+550
+10% +$28.3K 0.19% 105
2019
Q1 		$262K Buy
+5,436
New +$273K 0.18% 115
2018
Q4 		– Sell
-6,205
Closed -$327K – 188
2018
Q3 		$327K Buy
6,205
+219
+4% +$11.6K 0.3% 111
2018
Q2 		$300K Buy
5,986
+50
+0.8% +$2.54K 0.29% 115
2018
Q1 		$300K Buy
+5,936
New +$325K 0.31% 113

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's USB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its US Bancorp (USB) stake by 2.6% in Q1 2026, buying an estimated $16.6K and bringing the position to 11,925 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #181.

Pinnacle Wealth Planning Services first reported a position in USB in Q1 2018 and has held it in 32 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 11,925 shares of US Bancorp worth $620K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 302 US Bancorp shares in Q1 2026, an estimated $16.6K.
  • US Bancorp made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #181 holding.
  • Pinnacle Wealth Planning Services first reported a position in US Bancorp in Q1 2018 and has held it in 32 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.