PlanVest Financial’s US Bancorp USB Stock Holding History

PlanVest Financial’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	$3.56K	Hold	59	–	–	﹤0.01%	484
2026 Q1	$3.07K	Buy	+59	New	+$3.24K	﹤0.01%	462

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PlanVest Financial's USB Position: Q2 2026 in Review

PlanVest Financial held its US Bancorp (USB) position steady in Q2 2026 at 59 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

PlanVest Financial first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 2,020 funds tracked by Wall St. Rank hold USB as of Q2 2026.

PlanVest Financial held 59 shares of US Bancorp worth $3.56K as of Q2 2026.
PlanVest Financial left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #484 holding.
PlanVest Financial first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
2,020 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.