Welch Financial Planning
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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
Q3 		$425K Hold
7,352
– – 0.24% 51
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Welch Financial Planning's USB Position: Q3 2026 in Review

Welch Financial Planning held its US Bancorp (USB) position steady in Q3 2026 at 7,352 shares worth $425K. The position accounts for 0.24% of the portfolio, ranked #51.

Welch Financial Planning first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $446K in Q4 2025. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Welch Financial Planning held 7,352 shares of US Bancorp worth $425K as of Q3 2026.
  • Welch Financial Planning left its US Bancorp share count unchanged in Q3 2026.
  • US Bancorp made up 0.24% of Welch Financial Planning's portfolio in Q3 2026, its #51 holding.
  • Welch Financial Planning first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Welch Financial Planning's US Bancorp position peaked at $446K in Q4 2025.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.