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U.S. Bancorp shares owned by United Financial Planning Group

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 784 52.01

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Davis Selected Advisers
Reed Conner & Birdwell
Grantham, Mayo, Van Otterloo & Co
Invesco
Royal Bank of Canada
Northern Trust

View all funds holding U.S. Bancorp