Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s US Bancorp USB Stock Holding History

Envestnet Portfolio Solutions’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 		$6.17M Sell
102,173
-4,864
-5% -$273K 0.03% 294
2026
Q1 		$5.57M Sell
107,037
-59,175
-36% -$3.25M 0.03% 270
2025
Q4 		$8.87M Sell
166,212
-337
-0.2% -$16.6K 0.03% 263
2025
Q3 		$8.05M Sell
166,549
-25,811
-13% -$1.22M 0.03% 261
2025
Q2 		$8.7M Sell
192,360
-6,352
-3% -$267K 0.03% 255
2025
Q1 		$8.39M Sell
198,712
-115,313
-37% -$5.32M 0.03% 261
2024
Q4 		$15M Buy
314,025
+3,142
+1% +$155K 0.05% 184
2024
Q3 		$14.2M Sell
310,883
-1,061
-0.3% -$46.5K 0.05% 197
2024
Q2 		$12.4M Sell
311,944
-27,817
-8% -$1.13M 0.04% 202
2024
Q1 		$15.2M Buy
339,761
+16,137
+5% +$681K 0.06% 174
2023
Q4 		$14M Buy
323,624
+2,738
+0.9% +$100K 0.06% 166
2023
Q3 		$10.6M Buy
+320,886
New +$11.7M 0.05% 181

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

Envestnet Portfolio Solutions's USB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its US Bancorp (USB) stake by 4.5% in Q2 2026, selling an estimated $273K and leaving 102,173 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #294.

Envestnet Portfolio Solutions first reported a position in USB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q1 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Envestnet Portfolio Solutions held 102,173 shares of US Bancorp worth $6.17M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 4,864 US Bancorp shares in Q2 2026, an estimated $273K.
  • US Bancorp made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #294 holding.
  • Envestnet Portfolio Solutions first reported a position in US Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's US Bancorp position peaked at $15.2M in Q1 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.