Everhart Financial Group
USB icon

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
Q3 		$734K Sell
12,709
-76
-0.6% -$4.74K 0.05% 221
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% +$3.34K 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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Everhart Financial Group's USB Position: Q3 2026 in Review

Everhart Financial Group reduced its US Bancorp (USB) stake by 0.59% in Q3 2026, selling an estimated $4.74K and leaving 12,709 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #221.

Everhart Financial Group first reported a position in USB in Q4 2020 and has held it in 24 quarters since. The position peaked at $772K in Q2 2026. 607 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Everhart Financial Group held 12,709 shares of US Bancorp worth $734K as of Q3 2026.
  • Everhart Financial Group sold 76 US Bancorp shares in Q3 2026, an estimated $4.74K.
  • US Bancorp made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #221 holding.
  • Everhart Financial Group first reported a position in US Bancorp in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's US Bancorp position peaked at $772K in Q2 2026.
  • 607 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.