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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
Q2 		$3.21M Buy
53,421
+16,996
+47% +$952K 0.18% 122
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plato Investment Management's USB Position: Q2 2026 in Review

Plato Investment Management increased its US Bancorp (USB) stake by 47% in Q2 2026, buying an estimated $952K and bringing the position to 53,421 shares worth $3.21M. The position accounts for 0.18% of the portfolio, ranked #122.

Plato Investment Management first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Plato Investment Management held 53,421 shares of US Bancorp worth $3.21M as of Q2 2026.
  • Plato Investment Management bought 16,996 US Bancorp shares in Q2 2026, an estimated $952K.
  • US Bancorp made up 0.18% of Plato Investment Management's portfolio in Q2 2026, its #122 holding.
  • Plato Investment Management first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.