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Vertex Planning Partners’s US Bancorp USB Stock Holding History

Vertex Planning Partners’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
2025
Q4 		– Sell
-4,412
Closed -$213K – 195
2025
Q3 		$213K Buy
+4,412
New +$209K 0.04% 197
2025
Q1 		– Sell
-4,595
Closed -$220K – 194
2024
Q4 		$220K Buy
4,595
+147
+3% +$7.23K 0.05% 175
2024
Q3 		$203K Buy
+4,448
New +$195K 0.05% 159
2024
Q1 		– Sell
-5,261
Closed -$228K – 165
2023
Q4 		$228K Buy
+5,261
New +$192K 0.07% 147

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vertex Planning Partners's USB Position: Q4 2025 in Review

Vertex Planning Partners sold out of US Bancorp (USB) in Q4 2025, closing a stake of 4,412 shares — an estimated $213K sold.

Vertex Planning Partners first reported a position in USB in Q4 2023 and held it in 4 quarters. The position peaked at $228K in Q4 2023. 2,013 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Vertex Planning Partners reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 4,412 US Bancorp shares in Q4 2025, an estimated $213K.
  • Vertex Planning Partners first reported a position in US Bancorp in Q4 2023 and held it in 4 quarters.
  • Vertex Planning Partners's US Bancorp position peaked at $228K in Q4 2023.
  • 2,013 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.