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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
Q3 		$64.2K Buy
1,111
+495
+80% +$30.9K 0.02% 311
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's USB Position: Q3 2026 in Review

Elevation Wealth Partners increased its US Bancorp (USB) stake by 80% in Q3 2026, buying an estimated $30.9K and bringing the position to 1,111 shares worth $64.2K. The position accounts for 0.02% of the portfolio, ranked #311.

Elevation Wealth Partners first reported a position in USB in Q3 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Elevation Wealth Partners held 1,111 shares of US Bancorp worth $64.2K as of Q3 2026.
  • Elevation Wealth Partners bought 495 US Bancorp shares in Q3 2026, an estimated $30.9K.
  • US Bancorp made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #311 holding.
  • Elevation Wealth Partners first reported a position in US Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.