Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$261,894
+$55,883 QoQ
Shares Held
4,336
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,573
of 2,047 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Plan, Inc. holds $261,894 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
|
4,336 | $261,894 |
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,894 | 4,336 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $206,011 | 3,961 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $211,358 | 3,961 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||