WealthPLAN Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $557K | Sell |
9,221
-161
| -2% | -$9.02K | 0.11% | 153 |
|
|
2026
Q1 | $488K | Sell |
9,382
-1,081
| -10% | -$59.4K | 0.09% | 163 |
|
|
2025
Q4 | $558K | Sell |
10,463
-2,313
| -18% | -$114K | 0.08% | 172 |
|
|
2025
Q3 | $617K | Buy |
12,776
+254
| +2% | +$12K | 0.09% | 158 |
|
|
2025
Q2 | $567K | Buy |
12,522
+5
| +0% | +$210 | 0.09% | 161 |
|
|
2025
Q1 | $528K | Buy |
12,517
+227
| +2% | +$10.5K | 0.07% | 163 |
|
|
2024
Q4 | $588K | Buy |
12,290
+14
| +0.1% | +$689 | 0.08% | 158 |
|
|
2024
Q3 | $561K | Buy |
12,276
+463
| +4% | +$20.3K | 0.08% | 170 |
|
|
2024
Q2 | $469K | Buy |
11,813
+35
| +0.3% | +$1.43K | 0.05% | 210 |
|
|
2024
Q1 | $526K | Sell |
11,778
-8,235
| -41% | -$347K | 0.05% | 202 |
|
|
2023
Q4 | $866K | Buy |
20,013
+6,491
| +48% | +$237K | 0.09% | 165 |
|
|
2023
Q3 | $447K | Buy |
13,522
+3
| +0% | +$109 | 0.05% | 217 |
|
|
2023
Q2 | $447K | Buy |
13,519
+9
| +0.1% | +$291 | 0.06% | 201 |
|
|
2023
Q1 | $487K | Sell |
13,510
-2,948
| -18% | -$131K | 0.06% | 204 |
|
|
2022
Q4 | $809K | Buy |
+16,458
| New | +$704K | 0.06% | 193 |
|
|
2022
Q1 | $792K | Buy |
16,321
+321
| +2% | +$18.4K | 0.05% | 193 |
|
|
2021
Q4 | $932K | Buy |
16,000
+150
| +0.9% | +$8.87K | 0.06% | 183 |
|
|
2021
Q3 | $915K | Sell |
15,850
-50
| -0.3% | -$2.85K | 0.06% | 176 |
|
|
2021
Q2 | $934K | Buy |
15,900
+1,163
| +8% | +$68.2K | 0.07% | 155 |
|
|
2021
Q1 | $893K | Buy |
14,737
+1,100
| +8% | +$54.9K | 0.07% | 156 |
|
|
2020
Q4 | $632K | Buy |
13,637
+1
| +0% | +$42 | 0.05% | 186 |
|
|
2020
Q3 | $584K | Sell |
13,636
-339
| -2% | -$12.4K | 0.06% | 179 |
|
|
2020
Q2 | $522K | Buy |
13,975
+112
| +0.8% | +$3.99K | 0.05% | 183 |
|
|
2020
Q1 | $432K | Sell |
13,863
-1,106
| -7% | -$53.3K | 0.06% | 167 |
|
|
2019
Q4 | $821K | Buy |
14,969
+918
| +7% | +$53.1K | 0.1% | 123 |
|
|
2019
Q3 | $823K | Sell |
14,051
-1,717
| -11% | -$92.8K | 0.11% | 121 |
|
|
2019
Q2 | $833K | Buy |
15,768
+1,769
| +13% | +$91.1K | 0.13% | 115 |
|
|
2019
Q1 | $711K | Buy |
13,999
+5
| +0% | +$251 | 0.11% | 128 |
|
|
2018
Q4 | $718K | Buy |
13,994
+1,094
| +8% | +$56.3K | 0.12% | 123 |
|
|
2018
Q3 | $698K | Sell |
12,900
-119
| -0.9% | -$6.3K | 0.13% | 119 |
|
|
2018
Q2 | $652K | Hold |
13,019
| – | – | 0.13% | 123 |
|
|
2018
Q1 | $658K | Sell |
13,019
-457
| -3% | -$25K | 0.14% | 120 |
|
|
2017
Q4 | $722K | Buy |
13,476
+5
| +0% | +$269 | 0.19% | 104 |
|
|
2017
Q3 | $722K | Buy |
13,471
+105
| +0.8% | +$5.49K | 0.2% | 91 |
|
|
2017
Q2 | $694K | Buy |
13,366
+12,814
| +2,321% | +$660K | 0.2% | 87 |
|
|
2017
Q1 | $28.2K | Buy |
+552
| New | +$29.4K | 0.1% | 151 |
|
|
2016
Q3 | $351K | Sell |
8,194
-9,859
| -55% | -$419K | 0.11% | 106 |
|
|
2016
Q2 | $345K | Buy |
+18,053
| New | +$751K | 0.04% | 264 |
|
|
2015
Q4 | $237K | Buy |
+25,591
| New | +$1.09M | 0.04% | 238 |
|
|
2015
Q2 | $267K | Buy |
6,144
+4,686
| +321% | +$205K | 0.12% | 79 |
|
|
2015
Q1 | $64K | Buy |
+1,458
| New | +$63.9K | 0.03% | 216 |
|
Other funds holding USB
MB
WealthPLAN Partners's USB Position: Q2 2026 in Review
WealthPLAN Partners reduced its US Bancorp (USB) stake by 1.7% in Q2 2026, selling an estimated $9.02K and leaving 9,221 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #153.
WealthPLAN Partners first reported a position in USB in Q1 2015 and has held it in 41 quarters since. The position peaked at $934K in Q2 2021. 2,058 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- WealthPLAN Partners held 9,221 shares of US Bancorp worth $557K as of Q2 2026.
- WealthPLAN Partners sold 161 US Bancorp shares in Q2 2026, an estimated $9.02K.
- US Bancorp made up 0.11% of WealthPLAN Partners's portfolio in Q2 2026, its #153 holding.
- WealthPLAN Partners first reported a position in US Bancorp in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's US Bancorp position peaked at $934K in Q2 2021.
- 2,058 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.