Planning Strategies Inc.’s US Bancorp USB Stock Holding History

Planning Strategies Inc.’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	$6.22K	Buy	+103	New	+$5.77K	﹤0.01%	396

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s USB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in US Bancorp (USB) in Q2 2026: 103 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

825 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Planning Strategies Inc. held 103 shares of US Bancorp worth $6.22K as of Q2 2026.
US Bancorp was a new Planning Strategies Inc. position in Q2 2026.
US Bancorp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #396 holding.
825 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.