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Everhart Financial Group’s US Bancorp USB Stock Holding History

Everhart Financial Group’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 		$772K Sell
12,785
-335
-3% -$18.8K 0.05% 218
2026
Q1 		$682K Buy
13,120
+412
+3% +$22.6K 0.06% 225
2025
Q4 		$678K Sell
12,708
-29
-0.2% -$1.43K 0.06% 217
2025
Q3 		$616K Buy
12,737
+1,841
+17% +$87.1K 0.06% 223
2025
Q2 		$493K Sell
10,896
-96
-0.9% -$4.04K 0.06% 223
2025
Q1 		$464K Buy
10,992
+337
+3% +$15.5K 0.06% 219
2024
Q4 		$510K Buy
10,655
+68
+0.6% +$3.35K 0.1% 183
2024
Q3 		$484K Buy
10,587
+8
+0.1% +$351 0.11% 197
2024
Q2 		$420K Buy
10,579
+195
+2% +$7.95K 0.11% 186
2024
Q1 		$464K Sell
10,384
-292
-3% -$12.3K 0.14% 157
2023
Q4 		$462K Buy
10,676
+3,304
+45% +$121K 0.16% 121
2023
Q3 		$244K Buy
7,372
+13
+0.2% +$474 0.1% 180
2023
Q2 		$243K Sell
7,359
-139
-2% -$4.49K 0.1% 181
2023
Q1 		$270K Buy
7,498
+1,188
+19% +$52.9K 0.12% 152
2022
Q4 		$275K Sell
6,310
-1,087
-15% -$46.5K 0.14% 133
2022
Q3 		$299K Sell
7,397
-577
-7% -$26.7K 0.17% 129
2022
Q2 		$367K Buy
7,974
+3,679
+86% +$184K 0.22% 106
2022
Q1 		$228K Sell
4,295
-93
-2% -$5.34K 0.13% 112
2021
Q4 		$246K Sell
4,388
-3,420
-44% -$202K 0.15% 100
2021
Q3 		$464K Buy
7,808
+3,387
+77% +$193K 0.32% 58
2021
Q2 		$252K Sell
4,421
-2,124
-32% -$125K 0.17% 81
2021
Q1 		$362K Sell
6,545
-309
-5% -$15.4K 0.32% 55
2020
Q4 		$319K Buy
+6,854
New +$290K 0.29% 57

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Everhart Financial Group's USB Position: Q2 2026 in Review

Everhart Financial Group reduced its US Bancorp (USB) stake by 2.6% in Q2 2026, selling an estimated $18.8K and leaving 12,785 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #218.

Everhart Financial Group first reported a position in USB in Q4 2020 and has held it in 23 quarters since. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Everhart Financial Group held 12,785 shares of US Bancorp worth $772K as of Q2 2026.
  • Everhart Financial Group sold 335 US Bancorp shares in Q2 2026, an estimated $18.8K.
  • US Bancorp made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #218 holding.
  • Everhart Financial Group first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.