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Elevation Wealth Partners’s US Bancorp USB Stock Holding History

Elevation 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 		$37.2K Buy
616
+532
+633% +$29.8K 0.01% 384
2026
Q1 		$4.37K Hold
84
– – ﹤0.01% 744
2025
Q4 		$4.48K Hold
84
– – ﹤0.01% 653
2025
Q3 		$4.06K Buy
+84
New +$3.97K ﹤0.01% 517

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

Elevation Wealth Partners's USB Position: Q2 2026 in Review

Elevation Wealth Partners increased its US Bancorp (USB) stake by 633% in Q2 2026, buying an estimated $29.8K and bringing the position to 616 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #384.

Elevation Wealth Partners first reported a position in USB in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Elevation Wealth Partners held 616 shares of US Bancorp worth $37.2K as of Q2 2026.
  • Elevation Wealth Partners bought 532 US Bancorp shares in Q2 2026, an estimated $29.8K.
  • US Bancorp made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #384 holding.
  • Elevation Wealth Partners first reported a position in US Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.