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Essential Partners’s US Bancorp USB Stock Holding History

Essential 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 		$220K Buy
3,648
+895
+33% +$50.1K 0.1% 208
2026
Q1 		$143K Buy
2,753
+14
+0.5% +$769 0.05% 336
2025
Q4 		$146K Buy
2,739
+1,849
+208% +$90.9K 0.05% 371
2025
Q3 		$43K Buy
890
+44
+5% +$2.08K 0.01% 636
2025
Q2 		$38.3K Buy
+846
New +$35.6K 0.02% 527

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

Essential Partners's USB Position: Q2 2026 in Review

Essential Partners increased its US Bancorp (USB) stake by 33% in Q2 2026, buying an estimated $50.1K and bringing the position to 3,648 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #208.

Essential Partners first reported a position in USB in Q2 2025 and has held it in 5 quarters since. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Essential Partners held 3,648 shares of US Bancorp worth $220K as of Q2 2026.
  • Essential Partners bought 895 US Bancorp shares in Q2 2026, an estimated $50.1K.
  • US Bancorp made up 0.1% of Essential Partners's portfolio in Q2 2026, its #208 holding.
  • Essential Partners first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.