Valtinson Bruner Financial Planning’s US Bancorp USB Stock Holding History

Valtinson Bruner Financial Planning’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	$252K	Hold	4,164	–	–	0.06%	158
2026 Q1	$217K	Buy	4,164 +117	+3%	+$6.43K	0.06%	164
2025 Q4	$216K	Buy	+4,047	New	+$199K	0.06%	154
2023 Q1	–	Sell	-4,946	Closed	-$227K	–	116
2022 Q4	$227K	Buy	+4,946	New	+$212K	0.13%	106
2022 Q3	–	Sell	-4,946	Closed	-$228K	–	105
2022 Q2	$228K	Hold	4,946	–	–	0.14%	90
2022 Q1	$261K	Hold	4,946	–	–	0.15%	80
2021 Q4	$278K	Buy	4,946 +92	+2%	+$5.44K	0.15%	78
2021 Q3	$304K	Sell	4,854 -153	-3%	-$8.71K	0.17%	73
2021 Q2	$281K	Buy	5,007 +353	+8%	+$20.7K	0.16%	69
2021 Q1	$262K	Buy	4,654 +396	+9%	+$19.8K	0.15%	71
2020 Q4	$213K	Buy	+4,258	New	+$180K	0.13%	72

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Valtinson Bruner Financial Planning's USB Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its US Bancorp (USB) position steady in Q2 2026 at 4,164 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #158.

Valtinson Bruner Financial Planning first reported a position in USB in Q4 2020 and has held it in 11 quarters since. The position peaked at $304K in Q3 2021. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Valtinson Bruner Financial Planning held 4,164 shares of US Bancorp worth $252K as of Q2 2026.
Valtinson Bruner Financial Planning left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #158 holding.
Valtinson Bruner Financial Planning first reported a position in US Bancorp in Q4 2020 and has held it in 11 quarters since.
Valtinson Bruner Financial Planning's US Bancorp position peaked at $304K in Q3 2021.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.