Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,672,144
+$2,003,805 QoQ
Shares Held
226,360
+0.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
8.01%
of 13F equity value
Holder Rank
#312
of 2,044 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Keystone Financial Planning, Inc. holds $13,672,144 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
226,360 | $13,672,144 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,672,144 | 226,360 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,668,339 | 224,348 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,784,556 | 220,850 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,996,041 | 227,520 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,354,829 | 228,836 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,668,717 | 229,008 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,473,127 | 72,614 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,563,715 | 56,062 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,225,661 | 56,062 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,521,527 | 56,410 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,604,417 | 60,176 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,989,418 | 60,176 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,998,259 | 60,480 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,095,262 | 58,121 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,580,490 | 59,172 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,396,419 | 59,435 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,643,158 | 57,435 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,124,422 | 58,785 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,322,455 | 59,150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,087,153 | 68,761 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,870,484 | 67,939 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,917,691 | 179,311 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,404,975 | 180,403 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,493,080 | 181,118 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,668,764 | 181,118 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,558,010 | 132,308 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||