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Planned Solutions’s US Bancorp USB Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-300
Closed -$13.7K – 601
2024
Q3 		$13.7K Buy
+300
New +$13.2K 0.01% 418
2024
Q1 		– Sell
-633
Closed -$27.4K – 521
2023
Q4 		$27.4K Buy
+633
New +$23.1K 0.01% 347
2021
Q1 		– Sell
-300
Closed -$14K – 385
2020
Q4 		$14K Hold
300
– – 0.01% 311
2020
Q3 		$11K Buy
+300
New +$11K 0.01% 254

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Planned Solutions's USB Position: Q4 2024 in Review

Planned Solutions sold out of US Bancorp (USB) in Q4 2024, closing a stake of 300 shares — an estimated $13.7K sold.

Planned Solutions first reported a position in USB in Q3 2020 and held it in 4 quarters. The position peaked at $27.4K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Planned Solutions reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 US Bancorp shares in Q4 2024, an estimated $13.7K.
  • Planned Solutions first reported a position in US Bancorp in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's US Bancorp position peaked at $27.4K in Q4 2023.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.