Everpar Advisors
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Everpar Advisors’s US Bancorp USB Stock Holding History

Everpar Advisors’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 		$587K Buy
10,159
+129
+1% +$8.05K 0.16% 124
2026
Q2 		$606K Sell
10,030
-33
-0.3% -$1.85K 0.17% 125
2026
Q1 		$523K Buy
10,063
+124
+1% +$6.81K 0.18% 128
2025
Q4 		$530K Sell
9,939
-2,242
-18% -$110K 0.2% 114
2025
Q3 		$589K Sell
12,181
-301
-2% -$14.2K 0.23% 103
2025
Q2 		$565K Buy
12,482
+139
+1% +$5.84K 0.26% 94
2025
Q1 		$521K Sell
12,343
-1,331
-10% -$61.4K 0.28% 93
2024
Q4 		$654K Sell
13,674
-512
-4% -$25.2K 0.33% 73
2024
Q3 		$649K Buy
14,186
+531
+4% +$23.3K 0.34% 76
2024
Q2 		$542K Sell
13,655
-2,109
-13% -$86K 0.27% 110
2024
Q1 		$705K Sell
15,764
-7,486
-32% -$316K 0.43% 64
2023
Q4 		$1.01M Buy
+23,250
New +$850K 0.47% 51

Other funds holding USB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Everpar Advisors's USB Position: Q3 2026 in Review

Everpar Advisors increased its US Bancorp (USB) stake by 1.3% in Q3 2026, buying an estimated $8.05K and bringing the position to 10,159 shares worth $587K. The position accounts for 0.16% of the portfolio, ranked #124.

Everpar Advisors first reported a position in USB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 1,583 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Everpar Advisors held 10,159 shares of US Bancorp worth $587K as of Q3 2026.
  • Everpar Advisors bought 129 US Bancorp shares in Q3 2026, an estimated $8.05K.
  • US Bancorp made up 0.16% of Everpar Advisors's portfolio in Q3 2026, its #124 holding.
  • Everpar Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 12 quarters since.
  • Everpar Advisors's US Bancorp position peaked at $1.01M in Q4 2023.
  • 1,583 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Everpar Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.