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S.E.E.D. Planning Group’s US Bancorp USB Stock Holding History

S.E.E.D. Planning Group’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 		$10.9M Sell
180,634
-8,931
-5% -$500K 2.88% 17
2026
Q1 		$9.86M Sell
189,565
-23,295
-11% -$1.28M 2.86% 18
2025
Q4 		$11.4M Buy
212,860
+5,191
+2% +$255K 3.24% 13
2025
Q3 		$10M Sell
207,669
-5,648
-3% -$267K 2.93% 17
2025
Q2 		$9.65M Buy
213,317
+12,935
+6% +$544K 3.03% 15
2025
Q1 		$8.46M Buy
200,382
+16,266
+9% +$750K 2.85% 13
2024
Q4 		$8.81M Sell
184,116
-9,670
-5% -$476K 2.94% 12
2024
Q3 		$8.86M Sell
193,786
-3,244
-2% -$142K 2.94% 13
2024
Q2 		$7.82M Buy
197,030
+10,005
+5% +$408K 2.84% 14
2024
Q1 		$8.36M Buy
187,025
+15,960
+9% +$673K 3.05% 13
2023
Q4 		$7.4M Sell
171,065
-892
-0.5% -$32.6K 2.98% 14
2023
Q3 		$5.68M Buy
171,957
+19,507
+13% +$711K 2.19% 20
2023
Q2 		$5.04M Buy
152,450
+19,805
+15% +$640K 1.77% 24
2023
Q1 		$4.78M Buy
132,645
+10,337
+8% +$460K 1.85% 26
2022
Q4 		$5.33M Buy
122,308
+9,140
+8% +$391K 2.31% 20
2022
Q3 		$4.56M Buy
113,168
+10,797
+11% +$500K 2.13% 23
2022
Q2 		$4.71M Buy
102,371
+26,414
+35% +$1.32M 2.13% 22
2022
Q1 		$4.04M Buy
75,957
+7,719
+11% +$444K 1.72% 25
2021
Q4 		$3.83M Sell
68,238
-2,245
-3% -$133K 1.66% 25
2021
Q3 		$4.19M Sell
70,483
-5,117
-7% -$291K 1.98% 20
2021
Q2 		$4.31M Sell
75,600
-1,832
-2% -$107K 2.12% 15
2021
Q1 		$4.28M Sell
77,432
-8,992
-10% -$449K 2.35% 13
2020
Q4 		$4.03M Buy
+86,424
New +$3.66M 2.42% 14

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 $3.37T AUM 44.26% 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

S.E.E.D. Planning Group's USB Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its US Bancorp (USB) stake by 4.7% in Q2 2026, selling an estimated $500K and leaving 180,634 shares worth $10.9M. The position accounts for 2.88% of the portfolio, ranked #17.

S.E.E.D. Planning Group first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q4 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • S.E.E.D. Planning Group held 180,634 shares of US Bancorp worth $10.9M as of Q2 2026.
  • S.E.E.D. Planning Group sold 8,931 US Bancorp shares in Q2 2026, an estimated $500K.
  • US Bancorp made up 2.88% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #17 holding.
  • S.E.E.D. Planning Group first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • S.E.E.D. Planning Group's US Bancorp position peaked at $11.4M in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.