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Plante Moran Financial Advisors’s US Bancorp USB Stock Holding History

Plante Moran Financial Advisors’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 		$37.1K Sell
615
-152
-20% -$8.52K ﹤0.01% 391
2026
Q1 		$39.9K Buy
767
+332
+76% +$18.2K ﹤0.01% 344
2025
Q4 		$23.2K Hold
435
– – ﹤0.01% 430
2025
Q3 		$21K Buy
435
+20
+5% +$946 ﹤0.01% 453
2025
Q2 		$18.8K Sell
415
-125
-23% -$5.26K ﹤0.01% 480
2025
Q1 		$22.8K Sell
540
-15
-3% -$692 ﹤0.01% 468
2024
Q4 		$26.6K Sell
555
-56
-9% -$2.75K ﹤0.01% 439
2024
Q3 		$28K Buy
611
+71
+13% +$3.11K ﹤0.01% 475
2024
Q2 		$21.4K Hold
540
– – ﹤0.01% 467
2024
Q1 		$24.1K Sell
540
-710
-57% -$30K ﹤0.01% 473
2023
Q4 		$54.1K Buy
1,250
+223
+22% +$8.15K 0.01% 311
2023
Q3 		$34K Hold
1,027
– – ﹤0.01% 346
2023
Q2 		$33.9K Sell
1,027
-34
-3% -$1.1K ﹤0.01% 351
2023
Q1 		$38.3K Buy
1,061
+4
+0.4% +$178 0.01% 329
2022
Q4 		$46.1K Buy
1,057
+4
+0.4% +$171 0.01% 318
2022
Q3 		$42K Sell
1,053
-584
-36% -$27K 0.01% 338
2022
Q2 		$75K Buy
1,637
+115
+8% +$5.74K 0.01% 255
2022
Q1 		$81K Sell
1,522
-252
-14% -$14.5K 0.02% 253
2021
Q4 		$100K Sell
1,774
-608
-26% -$36K 0.02% 253
2021
Q3 		$142K Buy
2,382
+1,091
+85% +$62.1K 0.03% 224
2021
Q2 		$74K Buy
1,291
+482
+60% +$28.3K 0.02% 299
2021
Q1 		$45K Sell
809
-597
-42% -$29.8K 0.01% 388
2020
Q4 		$66K Buy
1,406
+4
+0.3% +$169 0.02% 305
2020
Q3 		$50K Sell
1,402
-1,589
-53% -$58.1K 0.02% 322
2020
Q2 		$110K Sell
2,991
-398
-12% -$14.2K 0.04% 198
2020
Q1 		$117K Buy
3,389
+103
+3% +$4.96K 0.05% 174
2019
Q4 		$195K Sell
3,286
-707
-18% -$40.9K 0.07% 156
2019
Q3 		$221K Hold
3,993
– – 0.06% 145
2019
Q2 		$209K Hold
3,993
– – 0.06% 144
2019
Q1 		$192K Hold
3,993
– – 0.06% 158
2018
Q4 		$182K Sell
3,993
-300
-7% -$15.4K 0.06% 141
2018
Q3 		$227K Sell
4,293
-63
-1% -$3.34K 0.07% 134
2018
Q2 		$218K Sell
4,356
-76
-2% -$3.86K 0.11% 153
2018
Q1 		$224K Sell
4,432
-374
-8% -$20.5K 0.12% 133
2017
Q4 		$258K Buy
4,806
+400
+9% +$21.5K 0.14% 115
2017
Q3 		$236K Hold
4,406
– – 0.14% 115
2017
Q2 		$229K Sell
4,406
-192
-4% -$9.89K 0.14% 115
2017
Q1 		$237K Sell
4,598
-253
-5% -$13.5K 0.14% 114
2016
Q4 		$249K Sell
4,851
-105
-2% -$4.99K 0.16% 102
2016
Q3 		$213K Sell
4,956
-352
-7% -$15K 0.14% 114
2016
Q2 		$214K Buy
5,308
+219
+4% +$9.12K 0.16% 112
2016
Q1 		$207K Sell
5,089
-377
-7% -$15K 0.16% 105
2015
Q4 		$233K Buy
5,466
+29
+0.5% +$1.24K 0.17% 99
2015
Q3 		$223K Sell
5,437
-225
-4% -$9.75K 0.18% 97
2015
Q2 		$246K Buy
5,662
+2,210
+64% +$96.6K 0.18% 96
2015
Q1 		$151K Hold
3,452
– – 0.11% 143
2014
Q4 		$155K Hold
3,452
– – 0.11% 128
2014
Q3 		$144K Buy
3,452
+1,064
+45% +$44.9K 0.13% 126
2014
Q2 		$103K Buy
2,388
+338
+16% +$14.1K 0.09% 149
2014
Q1 		$88K Hold
2,050
– – 0.1% 122
2013
Q4 		$83K Hold
2,050
– – 0.05% 167
2013
Q3 		$75K Sell
2,050
-150
-7% -$5.55K 0.05% 148
2013
Q2 		$80K Buy
+2,200
New +$75.5K 0.06% 122

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Plante Moran Financial Advisors's USB Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its US Bancorp (USB) stake by 20% in Q2 2026, selling an estimated $8.52K and leaving 615 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Plante Moran Financial Advisors first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $258K in Q4 2017. 1,283 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Plante Moran Financial Advisors held 615 shares of US Bancorp worth $37.1K as of Q2 2026.
  • Plante Moran Financial Advisors sold 152 US Bancorp shares in Q2 2026, an estimated $8.52K.
  • US Bancorp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #391 holding.
  • Plante Moran Financial Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's US Bancorp position peaked at $258K in Q4 2017.
  • 1,283 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.