Retirement Planning Group (Kansas)’s US Bancorp USB Stock Holding History

Retirement Planning Group (Kansas)’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	$340K	Buy	5,629 +1,146	+26%	+$64.2K	0.01%	402
2026 Q1	$233K	Buy	4,483 +379	+9%	+$20.8K	0.01%	447
2025 Q4	$219K	Buy	+4,104	New	+$202K	0.01%	396
2019 Q3	–	Sell	-4,278	Closed	-$224K	–	70
2019 Q2	$224K	Hold	4,278	–	–	0.05%	63
2019 Q1	$206K	Sell	4,278 -1,037	-20%	-$52K	0.05%	64
2018 Q4	$243K	Buy	5,315 +237	+5%	+$12.2K	0.06%	62
2018 Q3	$268K	Buy	+5,078	New	+$269K	0.07%	44
2014 Q1	–	Sell	-14,500	Closed	-$586K	–	71
2013 Q4	$586K	Buy	+14,500	New	+$556K	0.21%	47

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

Retirement Planning Group (Kansas)'s USB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its US Bancorp (USB) stake by 26% in Q2 2026, buying an estimated $64.2K and bringing the position to 5,629 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #402.

Retirement Planning Group (Kansas) first reported a position in USB in Q4 2013 and has held it in 8 quarters since. The position peaked at $586K in Q4 2013. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Retirement Planning Group (Kansas) held 5,629 shares of US Bancorp worth $340K as of Q2 2026.
Retirement Planning Group (Kansas) bought 1,146 US Bancorp shares in Q2 2026, an estimated $64.2K.
US Bancorp made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #402 holding.
Retirement Planning Group (Kansas) first reported a position in US Bancorp in Q4 2013 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s US Bancorp position peaked at $586K in Q4 2013.
2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.