SEC 13F Intelligence

Keystone Financial Planning, Inc. / USB

Keystone Financial Planning, Inc.’s US Bancorp Position

Does Keystone Financial Planning, Inc. own US Bancorp (USB)? Yes — 224.3K shares worth $12M (+3.12% of its 13F portfolio) as of Q1 2026, up from 220.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
224.3K
% of Portfolio
+3.12%
Quarters Held
27
currently held

Position History USB

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $5MQ2 ’20: $7MQ3 ’20: $6MQ3 ’20Q4 ’20: $8MQ1 ’21: $10MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $10MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026224.3K$12M+3.12%
Q4 2025220.8K$12M+3.42%
Q3 2025227.5K$11M+3.20%
Q2 2025228.8K$10M+3.13%
Q1 2025229.0K$10M+2.88%
Q4 202472.6K$3M+1.08%
Q3 202456.1K$3M+0.78%
Q2 202456.1K$2M+0.74%
Q1 202456.4K$3M+0.82%
Q4 202360.2K$3M+0.86%
Q3 202360.2K$2M+0.70%
Q2 202360.5K$2M+0.67%
Q1 202358.1K$2M+0.71%
Q4 202259.2K$3M+0.87%
Q3 202259.4K$2M+0.92%
Q2 202257.4K$3M+0.93%
Q1 202258.8K$3M+1.05%
Q4 202159.1K$3M+1.13%
Q3 202168.8K$4M+1.49%
Q2 202167.9K$4M+1.40%
Q1 2021179.3K$10M+3.70%
Q4 2020180.4K$8M+3.49%
Q3 2020181.1K$6M+3.14%
Q2 2020181.1K$7M+3.29%
Q1 2020132.3K$5M+2.61%
Q4 201943.5K$3M+1.15%
Q3 201943.5K$2M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keystone Financial Planning, Inc.’s full portfolio or all institutional holders of USB.