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Evelyn Partners Investment Management’s US Bancorp USB Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$115K Hold
2,220
– – ﹤0.01% 236
2025
Q4 		$118K Hold
2,220
– – ﹤0.01% 232
2025
Q3 		$107K Sell
2,220
-2,500
-53% -$118K ﹤0.01% 232
2025
Q2 		$214K Hold
4,720
– – 0.01% 198
2025
Q1 		$199K Hold
4,720
– – 0.01% 192
2024
Q4 		$226K Buy
+4,720
New +$232K 0.01% 187

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn Partners Investment Management's USB Position: Q1 2026 in Review

Evelyn Partners Investment Management held its US Bancorp (USB) position steady in Q1 2026 at 2,220 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Evelyn Partners Investment Management first reported a position in USB in Q4 2024 and has held it in 6 quarters since. The position peaked at $226K in Q4 2024. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Evelyn Partners Investment Management held 2,220 shares of US Bancorp worth $115K as of Q1 2026.
  • Evelyn Partners Investment Management left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #236 holding.
  • Evelyn Partners Investment Management first reported a position in US Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's US Bancorp position peaked at $226K in Q4 2024.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.