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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
Q2 		$366K Buy
5,613
+856
+18% +$48K 0.02% 383
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 $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

Evergreen Wealth Solutions's USB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its US Bancorp (USB) stake by 18% in Q2 2026, buying an estimated $48K and bringing the position to 5,613 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #383.

Evergreen Wealth Solutions first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Evergreen Wealth Solutions held 5,613 shares of US Bancorp worth $366K as of Q2 2026.
  • Evergreen Wealth Solutions bought 856 US Bancorp shares in Q2 2026, an estimated $48K.
  • US Bancorp made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #383 holding.
  • Evergreen Wealth Solutions first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.