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Evergreen Wealth Solutions’s US Bancorp USB Stock Holding History

Evergreen Wealth Solutions’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 		$247K Buy
4,757
+540
+13% +$29.7K 0.02% 363
2025
Q4 		$225K Buy
+4,217
New +$207K 0.03% 198

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

Evergreen Wealth Solutions's USB Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its US Bancorp (USB) stake by 13% in Q1 2026, buying an estimated $29.7K and bringing the position to 4,757 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #363.

Evergreen Wealth Solutions first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Evergreen Wealth Solutions held 4,757 shares of US Bancorp worth $247K as of Q1 2026.
  • Evergreen Wealth Solutions bought 540 US Bancorp shares in Q1 2026, an estimated $29.7K.
  • US Bancorp made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #363 holding.
  • Evergreen Wealth Solutions first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.