Elevated Capital Advisors’s US Bancorp USB Stock Holding History

Elevated Capital Advisors’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	$565K	Sell	9,347 -10,851	-54%	-$608K	0.16%	112
2026 Q1	$1.05M	Sell	20,198 -1,346	-6%	-$74K	0.26%	91
2025 Q4	$1.15M	Buy	21,544 +367	+2%	+$18.1K	0.27%	92
2025 Q3	$1.02M	Sell	21,177 -2,304	-10%	-$109K	0.25%	101
2025 Q2	$991K	Hold	23,481	–	–	0.28%	99
2025 Q1	$991K	Buy	23,481 +666	+3%	+$30.7K	0.28%	99
2024 Q4	$1.09M	Sell	22,815 -728	-3%	-$35.8K	0.3%	87
2024 Q3	$1.08M	Buy	23,543 +761	+3%	+$33.4K	0.29%	94
2024 Q2	$904K	Buy	+22,782	New	+$929K	0.25%	105

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elevated Capital Advisors's USB Position: Q2 2026 in Review

Elevated Capital Advisors reduced its US Bancorp (USB) stake by 54% in Q2 2026, selling an estimated $608K and leaving 9,347 shares worth $565K. The position accounts for 0.16% of the portfolio, ranked #112.

Elevated Capital Advisors first reported a position in USB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Elevated Capital Advisors held 9,347 shares of US Bancorp worth $565K as of Q2 2026.
Elevated Capital Advisors sold 10,851 US Bancorp shares in Q2 2026, an estimated $608K.
US Bancorp made up 0.16% of Elevated Capital Advisors's portfolio in Q2 2026, its #112 holding.
Elevated Capital Advisors first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's US Bancorp position peaked at $1.15M in Q4 2025.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.