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Alvarez & Marsal Private Wealth Partners’s US Bancorp USB Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$791K Buy
12,987
+219
+2% +$12.3K 0.1% 41
2026
Q1 		$671K Buy
12,768
+12,732
+35,367% +$700K 0.09% 49
2025
Q4 		$1.94K Buy
+36
New +$1.77K ﹤0.01% 112

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's USB Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its US Bancorp (USB) stake by 1.7% in Q2 2026, buying an estimated $12.3K and bringing the position to 12,987 shares worth $791K. The position accounts for 0.1% of the portfolio, ranked #41.

Alvarez & Marsal Private Wealth Partners first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 12,987 shares of US Bancorp worth $791K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 219 US Bancorp shares in Q2 2026, an estimated $12.3K.
  • US Bancorp made up 0.1% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.