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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
Q3 		$9.8M Sell
169,740
-10,894
-6% -$680K 2.4% 18
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.E.E.D. Planning Group's USB Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its US Bancorp (USB) stake by 6% in Q3 2026, selling an estimated $680K and leaving 169,740 shares worth $9.8M. The position accounts for 2.4% of the portfolio, ranked #18.

S.E.E.D. Planning Group first reported a position in USB in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.4M in Q4 2025. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • S.E.E.D. Planning Group held 169,740 shares of US Bancorp worth $9.8M as of Q3 2026.
  • S.E.E.D. Planning Group sold 10,894 US Bancorp shares in Q3 2026, an estimated $680K.
  • US Bancorp made up 2.4% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #18 holding.
  • S.E.E.D. Planning Group first reported a position in US Bancorp in Q4 2020 and has held it in 24 quarters since.
  • S.E.E.D. Planning Group's US Bancorp position peaked at $11.4M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.