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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

USB holding history

US Bancorp DE in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
834,708
Value
$50.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026834,708$50.4M<0.1%+51,632+6.6%AddedHolders
Q1 2026783,076$40.7M<0.1%−12,780−1.6%ReducedHolders
Q4 2025795,856$42.5M<0.1%+148,850+23.0%AddedHolders
Q3 2025647,006$31.3M<0.1%+24,093+3.9%AddedHolders
Q2 2025622,913$28.2M<0.1%−171,187−21.6%ReducedHolders
Q1 2025794,100$33.5M<0.1%+118,026+17.5%AddedHolders
Q4 2024676,074$32.3M<0.1%+49,600+7.9%AddedHolders
Q3 2024626,474$28.6M<0.1%−28,078−4.3%ReducedHolders
Q2 2024654,552$26.0M<0.1%−2,316−0.4%ReducedHolders
Q1 2024656,868$29.4M<0.1%+24,713+3.9%AddedHolders
Q4 2023632,155$27.4M0.1%−205,036−24.5%ReducedHolders
Q3 2023837,191$27.7M<0.1%+156,010+22.9%AddedHolders
Q2 2023681,181$22.5M<0.1%+100,759+17.4%AddedHolders
Q1 2023580,422$20.9M<0.1%+59,794+11.5%AddedHolders
Q4 2022520,628$22.7M<0.1%+2,961+0.6%AddedHolders
Q3 2022517,667$20.9M<0.1%+35,101+7.3%AddedHolders
Q2 2022482,566$22.2M<0.1%+13,547+2.9%AddedHolders
Q1 2022469,019$24.9M<0.1%+56,204+13.6%AddedHolders
Q4 2021412,815$23.2M<0.1%+18,492+4.7%AddedHolders
Q3 2021394,323$23.4M<0.1%+5,024+1.3%AddedHolders
Q2 2021389,299$22.2M<0.1%+66,101+20.5%AddedHolders
Q1 2021323,198$17.9M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.