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Encompass More Asset Management’s US Bancorp USB Stock Holding History

Encompass More Asset Management’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 		– Sell
-4,001
Closed -$208K – 326
2026
Q1 		$208K Buy
4,001
+25
+0.6% +$1.37K 0.03% 229
2025
Q4 		$212K Buy
+3,976
New +$196K 0.04% 227
2025
Q2 		– Sell
-6,432
Closed -$272K – 246
2025
Q1 		$272K Sell
6,432
-92
-1% -$4.25K 0.08% 157
2024
Q4 		$312K Buy
6,524
+1,491
+30% +$73.3K 0.1% 145
2024
Q3 		$230K Buy
+5,033
New +$221K 0.09% 165

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

Encompass More Asset Management's USB Position: Q2 2026 in Review

Encompass More Asset Management sold out of US Bancorp (USB) in Q2 2026, closing a stake of 4,001 shares — an estimated $208K sold.

Encompass More Asset Management first reported a position in USB in Q3 2024 and held it in 5 quarters. The position peaked at $312K in Q4 2024. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Encompass More Asset Management reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Encompass More Asset Management sold 4,001 US Bancorp shares in Q2 2026, an estimated $208K.
  • Encompass More Asset Management first reported a position in US Bancorp in Q3 2024 and held it in 5 quarters.
  • Encompass More Asset Management's US Bancorp position peaked at $312K in Q4 2024.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.