UFPG
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United Financial Planning Group’s US Bancorp USB Stock Holding History

United Financial 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 		$43.1K Sell
713
-71
-9% -$3.98K 0.02% 107
2026
Q1 		$40.8K Buy
784
+71
+10% +$3.9K 0.02% 90
2025
Q4 		$38K Hold
713
– – 0.02% 106
2025
Q3 		$34.5K Buy
+713
New +$33.7K 0.02% 96

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

United Financial Planning Group's USB Position: Q2 2026 in Review

United Financial Planning Group reduced its US Bancorp (USB) stake by 9.1% in Q2 2026, selling an estimated $3.98K and leaving 713 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #107.

United Financial Planning Group first reported a position in USB in Q3 2025 and has held it in 4 quarters since. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • United Financial Planning Group held 713 shares of US Bancorp worth $43.1K as of Q2 2026.
  • United Financial Planning Group sold 71 US Bancorp shares in Q2 2026, an estimated $3.98K.
  • US Bancorp made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #107 holding.
  • United Financial Planning Group first reported a position in US Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.