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Evermay Wealth Management’s US Bancorp USB Stock Holding History

Evermay Wealth Management’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
2025
Q4 		– Sell
-750
Closed -$36.6K – 592
2025
Q3 		$36.6K Sell
750
-50
-6% -$2.37K ﹤0.01% 342
2025
Q2 		$36.6K Hold
800
– – ﹤0.01% 343
2025
Q1 		$34.2K Hold
800
– – ﹤0.01% 353
2024
Q4 		$38.6K Sell
800
-250
-24% -$12.3K 0.01% 337
2024
Q3 		$48.5K Sell
1,050
-683
-39% -$30K 0.01% 342
2024
Q2 		$69.6K Sell
1,733
-778
-31% -$31.7K 0.01% 313
2024
Q1 		$113K Buy
2,511
+763
+44% +$32.2K 0.02% 266
2023
Q4 		$76.5K Sell
1,748
-923
-35% -$33.7K 0.01% 283
2023
Q3 		$89.5K Buy
2,671
+788
+42% +$28.7K 0.02% 247
2023
Q2 		$63.1K Sell
1,883
-1,499
-44% -$48.4K 0.01% 290
2023
Q1 		$123K Buy
3,382
+250
+8% +$11.1K 0.02% 217
2022
Q4 		$138K Sell
3,132
-1,066
-25% -$45.6K 0.03% 199
2022
Q3 		$171K Hold
4,198
– – 0.03% 172
2022
Q2 		$195K Sell
4,198
-3,130
-43% -$156K 0.04% 161
2022
Q1 		$389K Buy
7,328
+1,766
+32% +$101K 0.07% 127
2021
Q4 		$312K Buy
5,562
+130
+2% +$7.69K 0.06% 136
2021
Q3 		$323K Sell
5,432
-333
-6% -$19K 0.06% 125
2021
Q2 		$328K Hold
5,765
– – 0.06% 132
2021
Q1 		$319K Buy
5,765
+333
+6% +$16.6K 0.06% 133
2020
Q4 		$253K Sell
5,432
-1,185
-18% -$50.1K 0.06% 148
2020
Q3 		$237K Hold
6,617
– – 0.06% 144
2020
Q2 		$244K Sell
6,617
-2,240
-25% -$79.8K 0.06% 132
2020
Q1 		$305K Sell
8,857
-1,900
-18% -$91.6K 0.09% 100
2019
Q4 		$638K Buy
10,757
+2,063
+24% +$119K 0.16% 72
2019
Q3 		$481K Sell
8,694
-375
-4% -$20.3K 0.13% 80
2019
Q2 		$475K Sell
9,069
-1,166
-11% -$60.1K 0.13% 79
2019
Q1 		$493K Sell
10,235
-100
-1% -$5.01K 0.14% 74
2018
Q4 		$472K Sell
10,335
-996
-9% -$51.3K 0.15% 68
2018
Q3 		$598K Sell
11,331
-475
-4% -$25.2K 0.19% 57
2018
Q2 		$591K Sell
11,806
-300
-2% -$15.2K 0.2% 56
2018
Q1 		$611K Buy
12,106
+2,547
+27% +$139K 0.21% 58
2017
Q4 		$512K Buy
9,559
+2,636
+38% +$142K 0.19% 62
2017
Q3 		$371K Buy
6,923
+732
+12% +$38.3K 0.16% 54
2017
Q2 		$321K Hold
6,191
– – 0.14% 59
2017
Q1 		$319K Buy
+6,191
New +$330K 0.14% 58

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's USB Position: Q4 2025 in Review

Evermay Wealth Management sold out of US Bancorp (USB) in Q4 2025, closing a stake of 750 shares — an estimated $36.6K sold.

Evermay Wealth Management first reported a position in USB in Q1 2017 and held it in 35 quarters. The position peaked at $638K in Q4 2019. 2,010 funds tracked by Wall St. Rank hold USB as of Q4 2025.

  • Evermay Wealth Management reported no remaining US Bancorp position as of Q4 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 750 US Bancorp shares in Q4 2025, an estimated $36.6K.
  • Evermay Wealth Management first reported a position in US Bancorp in Q1 2017 and held it in 35 quarters.
  • Evermay Wealth Management's US Bancorp position peaked at $638K in Q4 2019.
  • 2,010 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.