WealthPlan Investment Management’s US Bancorp USB Stock Holding History

WealthPlan Investment Management’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	$303K	Buy	5,023 +192	+4%	+$10.8K	0.02%	395
2026 Q1	$251K	Buy	4,831 +755	+19%	+$41.5K	0.01%	416
2025 Q4	$217K	Buy	+4,076	New	+$200K	0.01%	355
2024 Q2	–	Sell	-4,758	Closed	-$213K	–	196
2024 Q1	$213K	Sell	4,758 -8,334	-64%	-$352K	0.03%	176
2023 Q4	$567K	Buy	13,092 +6,361	+95%	+$233K	0.09%	117
2023 Q3	$223K	Buy	6,731 +3,448	+105%	+$126K	0.04%	161
2023 Q2	$108K	Sell	3,283 -171	-5%	-$5.53K	0.03%	152
2023 Q1	$125K	Sell	3,454 -13,004	-79%	-$579K	0.02%	185
2022 Q4	$808K	Sell	16,458 -87	-0.5%	-$3.72K	0.06%	193
2022 Q3	$721K	Buy	+16,545	New	+$766K	0.05%	194
2022 Q1	$792K	Buy	+16,321	New	+$938K	0.05%	193

Other funds holding USB

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WealthPlan Investment Management's USB Position: Q2 2026 in Review

WealthPlan Investment Management increased its US Bancorp (USB) stake by 4% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,023 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #395.

WealthPlan Investment Management first reported a position in USB in Q1 2022 and has held it in 11 quarters since. The position peaked at $808K in Q4 2022. 761 funds tracked by Wall St. Rank hold USB as of Q2 2026.

WealthPlan Investment Management held 5,023 shares of US Bancorp worth $303K as of Q2 2026.
WealthPlan Investment Management bought 192 US Bancorp shares in Q2 2026, an estimated $10.8K.
US Bancorp made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #395 holding.
WealthPlan Investment Management first reported a position in US Bancorp in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's US Bancorp position peaked at $808K in Q4 2022.
761 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.