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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
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

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everpar Advisors's USB Position: Q2 2026 in Review

Everpar Advisors reduced its US Bancorp (USB) stake by 0.33% in Q2 2026, selling an estimated $1.85K and leaving 10,030 shares worth $606K. The position accounts for 0.17% of the portfolio, ranked #125.

Everpar Advisors first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2023. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Everpar Advisors held 10,030 shares of US Bancorp worth $606K as of Q2 2026.
  • Everpar Advisors sold 33 US Bancorp shares in Q2 2026, an estimated $1.85K.
  • US Bancorp made up 0.17% of Everpar Advisors's portfolio in Q2 2026, its #125 holding.
  • Everpar Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's US Bancorp position peaked at $1.01M in Q4 2023.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.