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 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 $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

Retirement Planning Group (Kansas)'s USB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its US Bancorp (USB) stake by 9.2% in Q1 2026, buying an estimated $20.8K and bringing the position to 4,483 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #447.

Retirement Planning Group (Kansas) first reported a position in USB in Q4 2013 and has held it in 7 quarters since. The position peaked at $586K in Q4 2013. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

Retirement Planning Group (Kansas) held 4,483 shares of US Bancorp worth $233K as of Q1 2026.
Retirement Planning Group (Kansas) bought 379 US Bancorp shares in Q1 2026, an estimated $20.8K.
US Bancorp made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #447 holding.
Retirement Planning Group (Kansas) first reported a position in US Bancorp in Q4 2013 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s US Bancorp position peaked at $586K in Q4 2013.
1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.