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EPIQ Partners’s US Bancorp USB Stock Holding History

EPIQ 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 		$381K Hold
6,313
– – 0.16% 70
2026
Q1 		$328K Hold
6,313
– – 0.15% 63
2025
Q4 		$337K Hold
6,313
– – 0.16% 62
2025
Q3 		$305K Hold
6,313
– – 0.14% 61
2025
Q2 		$286K Hold
6,313
– – 0.15% 62
2025
Q1 		$267K Hold
6,313
– – 0.14% 67
2024
Q4 		$302K Hold
6,313
– – 0.16% 62
2024
Q3 		$289K Hold
6,313
– – 0.16% 68
2024
Q2 		$251K Hold
6,313
– – 0.17% 63
2024
Q1 		$282K Hold
6,313
– – 0.19% 59
2023
Q4 		$273K Hold
6,313
– – 0.2% 57
2023
Q3 		$209K Hold
6,313
– – 0.16% 65
2023
Q2 		$209K Hold
6,313
– – 0.14% 70
2023
Q1 		$228K Sell
6,313
-1,416
-18% -$63.1K 0.16% 69
2022
Q4 		$337K Buy
7,729
+244
+3% +$10.4K 0.22% 58
2022
Q3 		$302K Buy
7,485
+1,172
+19% +$54.2K 0.19% 64
2022
Q2 		$291K Sell
6,313
-82
-1% -$4.09K 0.18% 70
2022
Q1 		$340K Hold
6,395
– – 0.18% 70
2021
Q4 		$359K Sell
6,395
-1,500
-19% -$88.7K 0.19% 69
2021
Q3 		$469K Buy
7,895
+2,905
+58% +$165K 0.22% 68
2021
Q2 		$284K Buy
4,990
+82
+2% +$4.81K 0.14% 74
2021
Q1 		$271K Hold
4,908
– – 0.16% 69
2020
Q4 		$229K Sell
4,908
-1,141
-19% -$48.3K 0.16% 71
2020
Q3 		$235K Buy
+6,049
New +$221K 0.18% 67
2020
Q1 		– Sell
-6,749
Closed -$400K – 69
2019
Q4 		$400K Buy
+6,749
New +$390K 0.41% 53

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

EPIQ Partners's USB Position: Q2 2026 in Review

EPIQ Partners held its US Bancorp (USB) position steady in Q2 2026 at 6,313 shares worth $381K. The position accounts for 0.16% of the portfolio, ranked #70.

EPIQ Partners first reported a position in USB in Q4 2019 and has held it in 25 quarters since. The position peaked at $469K in Q3 2021. 412 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • EPIQ Partners held 6,313 shares of US Bancorp worth $381K as of Q2 2026.
  • EPIQ Partners left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.16% of EPIQ Partners's portfolio in Q2 2026, its #70 holding.
  • EPIQ Partners first reported a position in US Bancorp in Q4 2019 and has held it in 25 quarters since.
  • EPIQ Partners's US Bancorp position peaked at $469K in Q3 2021.
  • 412 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.