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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
Q3 		$211K Hold
3,648
– – 0.1% 228
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's USB Position: Q3 2026 in Review

Essential Partners held its US Bancorp (USB) position steady in Q3 2026 at 3,648 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #228.

Essential Partners first reported a position in USB in Q2 2025 and has held it in 6 quarters since. The position peaked at $220K in Q2 2026. 327 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Essential Partners held 3,648 shares of US Bancorp worth $211K as of Q3 2026.
  • Essential Partners left its US Bancorp share count unchanged in Q3 2026.
  • US Bancorp made up 0.1% of Essential Partners's portfolio in Q3 2026, its #228 holding.
  • Essential Partners first reported a position in US Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's US Bancorp position peaked at $220K in Q2 2026.
  • 327 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.