Plato Investment Management’s US Bancorp USB Stock Holding History

Plato Investment Management’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	$1.9M	Sell	36,425 -7,308	-17%	-$402K	0.13%	171
2025 Q4	$2.34M	Buy	43,733 +19,645	+82%	+$966K	0.15%	136
2025 Q3	$1.16M	Sell	24,088 -1,590	-6%	-$75.2K	0.08%	245
2025 Q2	$1.16M	Buy	25,678 +22	+0.1%	+$925	0.09%	236
2025 Q1	$1.09M	Buy	25,656 +3,905	+18%	+$180K	0.09%	234
2024 Q4	$1.04M	Sell	21,751 -37	-0.2%	-$1.82K	0.08%	246
2024 Q3	$995K	Hold	21,788	–	–	0.08%	245
2024 Q2	$865K	Sell	21,788 -29	-0.1%	-$1.18K	0.08%	224
2024 Q1	$975K	Buy	21,817 +20,807	+2,060%	+$878K	0.1%	212
2023 Q4	$43.7K	Buy	+1,010	New	+$36.9K	0.05%	242

Other funds holding USB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plato Investment Management's USB Position: Q1 2026 in Review

Plato Investment Management reduced its US Bancorp (USB) stake by 17% in Q1 2026, selling an estimated $402K and leaving 36,425 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #171.

Plato Investment Management first reported a position in USB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Plato Investment Management held 36,425 shares of US Bancorp worth $1.9M as of Q1 2026.
Plato Investment Management sold 7,308 US Bancorp shares in Q1 2026, an estimated $402K.
US Bancorp made up 0.13% of Plato Investment Management's portfolio in Q1 2026, its #171 holding.
Plato Investment Management first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's US Bancorp position peaked at $2.34M in Q4 2025.
1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.