Encompass Wealth Advisors’s US Bancorp USB Stock Holding History

Encompass Wealth 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	$290K	Hold	4,809	–	–	0.09%	89
2026 Q1	$250K	Sell	4,809 -227	-5%	-$12.5K	0.09%	88
2025 Q4	$269K	Hold	5,036	–	–	0.09%	90
2025 Q3	$243K	Hold	5,036	–	–	0.08%	98
2025 Q2	$228K	Buy	5,036 +13	+0.3%	+$547	0.08%	97
2025 Q1	$212K	Sell	5,023 -125	-2%	-$5.77K	0.09%	94
2024 Q4	$246K	Buy	5,148 +462	+10%	+$22.7K	0.1%	91
2024 Q3	$214K	Buy	+4,686	New	+$206K	0.05%	220
2022 Q3	–	Sell	-4,405	Closed	-$203K	–	243
2022 Q2	$203K	Sell	4,405 -158	-3%	-$7.89K	0.07%	192
2022 Q1	$243K	Sell	4,563 -34	-0.7%	-$1.95K	0.06%	194
2021 Q4	$258K	Sell	4,597 -212	-4%	-$12.5K	0.06%	196
2021 Q3	$285K	Sell	4,809 -344	-7%	-$19.6K	0.07%	181
2021 Q2	$293K	Hold	5,153	–	–	0.07%	183
2021 Q1	$312K	Buy	5,153 +198	+4%	+$9.89K	0.08%	178
2020 Q4	$231K	Buy	+4,955	New	+$210K	0.13%	99

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Encompass Wealth Advisors's USB Position: Q2 2026 in Review

Encompass Wealth Advisors held its US Bancorp (USB) position steady in Q2 2026 at 4,809 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #89.

Encompass Wealth Advisors first reported a position in USB in Q4 2020 and has held it in 15 quarters since. The position peaked at $312K in Q1 2021. 2,057 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Encompass Wealth Advisors held 4,809 shares of US Bancorp worth $290K as of Q2 2026.
Encompass Wealth Advisors left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.09% of Encompass Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Encompass Wealth Advisors first reported a position in US Bancorp in Q4 2020 and has held it in 15 quarters since.
Encompass Wealth Advisors's US Bancorp position peaked at $312K in Q1 2021.
2,057 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.