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Welch Financial Planning’s US Bancorp USB Stock Holding History

Welch 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 		$444K Hold
7,352
– – 0.26% 47
2026
Q1 		$382K Sell
7,352
-1,000
-12% -$54.9K 0.28% 47
2025
Q4 		$446K Buy
+8,352
New +$411K 0.32% 40

Other funds holding USB

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Welch Financial Planning's USB Position: Q2 2026 in Review

Welch Financial Planning held its US Bancorp (USB) position steady in Q2 2026 at 7,352 shares worth $444K. The position accounts for 0.26% of the portfolio, ranked #47.

Welch Financial Planning first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Welch Financial Planning held 7,352 shares of US Bancorp worth $444K as of Q2 2026.
  • Welch Financial Planning left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.26% of Welch Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Welch Financial Planning first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's US Bancorp position peaked at $446K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.