Evercore Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Sell |
21,909
-1,384
| -6% | -$77.5K | 0.02% | 204 |
|
|
2026
Q1 | $1.21M | Sell |
23,293
-123
| -0.5% | -$6.76K | 0.02% | 206 |
|
|
2025
Q4 | $1.25M | Sell |
23,416
-1,568
| -6% | -$77.1K | 0.02% | 200 |
|
|
2025
Q3 | $1.21M | Hold |
24,984
| – | – | 0.02% | 200 |
|
|
2025
Q2 | $1.13M | Hold |
24,984
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $1.05M | Sell |
24,984
-1,654
| -6% | -$76.3K | 0.02% | 215 |
|
|
2024
Q4 | $1.27M | Sell |
26,638
-147
| -0.5% | -$7.23K | 0.02% | 199 |
|
|
2024
Q3 | $1.22M | Sell |
26,785
-2,927
| -10% | -$128K | 0.02% | 204 |
|
|
2024
Q2 | $1.18M | Sell |
29,712
-1,204
| -4% | -$49.1K | 0.02% | 206 |
|
|
2024
Q1 | $1.38M | Sell |
30,916
-3,048
| -9% | -$129K | 0.02% | 192 |
|
|
2023
Q4 | $1.47M | Sell |
33,964
-398
| -1% | -$14.5K | 0.02% | 184 |
|
|
2023
Q3 | $1.14M | Sell |
34,362
-4,849
| -12% | -$177K | 0.02% | 207 |
|
|
2023
Q2 | $1.3M | Sell |
39,211
-9,711
| -20% | -$314K | 0.02% | 192 |
|
|
2023
Q1 | $1.76M | Sell |
48,922
-4,074
| -8% | -$181K | 0.04% | 160 |
|
|
2022
Q4 | $2.31M | Sell |
52,996
-2,227
| -4% | -$95.3K | 0.05% | 142 |
|
|
2022
Q3 | $2.23M | Buy |
55,223
+452
| +0.8% | +$20.9K | 0.05% | 137 |
|
|
2022
Q2 | $2.52M | Sell |
54,771
-3,544
| -6% | -$177K | 0.05% | 131 |
|
|
2022
Q1 | $3.1M | Sell |
58,315
-900
| -2% | -$51.7K | 0.05% | 128 |
|
|
2021
Q4 | $3.33M | Sell |
59,215
-667
| -1% | -$39.5K | 0.05% | 130 |
|
|
2021
Q3 | $3.56M | Sell |
59,882
-450
| -0.7% | -$25.6K | 0.06% | 124 |
|
|
2021
Q2 | $3.44M | Sell |
60,332
-54
| -0.1% | -$3.17K | 0.06% | 131 |
|
|
2021
Q1 | $3.34M | Sell |
60,386
-18,801
| -24% | -$939K | 0.07% | 129 |
|
|
2020
Q4 | $3.69M | Buy |
79,187
+22,396
| +39% | +$948K | 0.08% | 114 |
|
|
2020
Q3 | $2.04M | Sell |
56,791
-5,887
| -9% | -$215K | 0.05% | 144 |
|
|
2020
Q2 | $2.31M | Sell |
62,678
-22,074
| -26% | -$787K | 0.06% | 134 |
|
|
2020
Q1 | $2.92M | Sell |
84,752
-2,442
| -3% | -$118K | 0.1% | 104 |
|
|
2019
Q4 | $5.17M | Sell |
87,194
-1,641
| -2% | -$94.9K | 0.14% | 89 |
|
|
2019
Q3 | $4.92M | Sell |
88,835
-20,084
| -18% | -$1.09M | 0.14% | 90 |
|
|
2019
Q2 | $5.71M | Buy |
108,919
+3,609
| +3% | +$186K | 0.17% | 80 |
|
|
2019
Q1 | $5.08M | Sell |
105,310
-937
| -0.9% | -$47K | 0.16% | 91 |
|
|
2018
Q4 | $4.86M | Sell |
106,247
-1,170
| -1% | -$60.2K | 0.18% | 86 |
|
|
2018
Q3 | $5.67M | Buy |
107,417
+574
| +0.5% | +$30.4K | 0.18% | 86 |
|
|
2018
Q2 | $5.34M | Sell |
106,843
-731
| -0.7% | -$37.1K | 0.18% | 85 |
|
|
2018
Q1 | $5.43M | Sell |
107,574
-1,400
| -1% | -$76.6K | 0.21% | 81 |
|
|
2017
Q4 | $5.84M | Sell |
108,974
-1,171
| -1% | -$63K | 0.22% | 77 |
|
|
2017
Q3 | $5.9M | Buy |
110,145
+421
| +0.4% | +$22K | 0.23% | 79 |
|
|
2017
Q2 | $5.7M | Sell |
109,724
-3,145
| -3% | -$162K | 0.22% | 82 |
|
|
2017
Q1 | $5.81M | Buy |
112,869
+18,169
| +19% | +$969K | 0.23% | 79 |
|
|
2016
Q4 | $4.86M | Sell |
94,700
-1,747
| -2% | -$83.1K | 0.2% | 87 |
|
|
2016
Q3 | $4.14M | Sell |
96,447
-538
| -0.6% | -$22.9K | 0.17% | 100 |
|
|
2016
Q2 | $3.91M | Sell |
96,985
-1,207
| -1% | -$50.2K | 0.17% | 99 |
|
|
2016
Q1 | $3.99M | Sell |
98,192
-1,925
| -2% | -$76.8K | 0.18% | 96 |
|
|
2015
Q4 | $4.27M | Sell |
100,117
-4,770
| -5% | -$204K | 0.2% | 93 |
|
|
2015
Q3 | $4.3M | Sell |
104,887
-1,345
| -1% | -$58.3K | 0.21% | 94 |
|
|
2015
Q2 | $4.61M | Sell |
106,232
-8,814
| -8% | -$385K | 0.21% | 98 |
|
|
2015
Q1 | $5.03M | Sell |
115,046
-2,902
| -2% | -$127K | 0.23% | 96 |
|
|
2014
Q4 | $5.3M | Sell |
117,948
-10,150
| -8% | -$437K | 0.26% | 85 |
|
|
2014
Q3 | $5.36M | Buy |
128,098
+8,405
| +7% | +$355K | 0.27% | 88 |
|
|
2014
Q2 | $5.18M | Buy |
119,693
+41,062
| +52% | +$1.71M | 0.27% | 87 |
|
|
2014
Q1 | $3.37M | Sell |
78,631
-4,083
| -5% | -$168K | 0.19% | 106 |
|
|
2013
Q4 | $3.34M | Sell |
82,714
-2,081
| -2% | -$79.8K | 0.18% | 115 |
|
|
2013
Q3 | $3.1M | Sell |
84,795
-405
| -0.5% | -$15K | 0.18% | 129 |
|
|
2013
Q2 | $3.08M | Buy |
+85,200
| New | +$2.92M | 0.17% | 130 |
|
Other funds holding USB
MB
Evercore Wealth Management's USB Position: Q2 2026 in Review
Evercore Wealth Management reduced its US Bancorp (USB) stake by 5.9% in Q2 2026, selling an estimated $77.5K and leaving 21,909 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #204.
Evercore Wealth Management first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.9M in Q3 2017. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Evercore Wealth Management held 21,909 shares of US Bancorp worth $1.32M as of Q2 2026.
- Evercore Wealth Management sold 1,384 US Bancorp shares in Q2 2026, an estimated $77.5K.
- US Bancorp made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #204 holding.
- Evercore Wealth Management first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's US Bancorp position peaked at $5.9M in Q3 2017.
- 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.