Asset Planning,Inc

Position in USB — US Bancorp De

CIK 2048547 LOS ALAMITOS, CA

Position in USB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$73,627

+$10,747 QoQ

Shares Held

1,219

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,807

of 2,047 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Planning,Inc holds $218,323 across 4 Banks - Regional names. USB ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	480	$118,185
2	USB	US Bancorp De This page	1,219	$73,627
3	FCNCA	First Citizens Bancshares Inc /De/	10	$20,807
4	BOH	Bank Of Hawaii Corp	70	$5,704

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,627	1,219	+0.8%	Shares	Sole	2026-07-27
2026-03-31	$62,880	1,209	+0.9%	Shares	Sole	2026-04-23
2025-12-31	$63,925	1,198	+1.0%	Shares	Sole	2026-02-03
2025-09-30	$57,319	1,186	+0.9%	Shares	Sole	2025-10-23
2025-06-30	$53,168	1,175	-3.5%	Shares	Sole	2025-07-25
2025-03-31	$51,423	1,218	+0.9%	Shares	Sole	2025-05-08
2024-12-31	$57,730	1,207	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.