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EverSource Wealth Advisors’s US Bancorp USB Stock Holding History

EverSource Wealth 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 		$859K Sell
14,227
-2,014
-12% -$113K 0.03% 388
2026
Q1 		$845K Buy
16,241
+1,276
+9% +$70.1K 0.03% 433
2025
Q4 		$798K Buy
14,965
+5,648
+61% +$278K 0.03% 392
2025
Q3 		$450K Buy
9,317
+101
+1% +$4.78K 0.02% 537
2025
Q2 		$417K Buy
9,216
+3,507
+61% +$147K 0.02% 524
2025
Q1 		$241K Sell
5,709
-1,612
-22% -$74.4K 0.01% 590
2024
Q4 		$350K Buy
7,321
+3,060
+72% +$151K 0.02% 461
2024
Q3 		$195K Buy
4,261
+249
+6% +$10.9K 0.01% 567
2024
Q2 		$180K Sell
4,012
-381
-9% -$15.5K 0.01% 595
2024
Q1 		$179K Buy
4,393
+636
+17% +$26.8K 0.01% 527
2023
Q4 		$163K Buy
3,757
+285
+8% +$10.4K 0.01% 487
2023
Q3 		$115K Buy
3,472
+86
+3% +$3.13K 0.01% 526
2023
Q2 		$112K Sell
3,386
-17,381
-84% -$562K 0.01% 540
2023
Q1 		$749K Buy
20,767
+247
+1% +$11K 0.09% 168
2022
Q4 		$895K Buy
20,520
+885
+5% +$37.9K 0.14% 126
2022
Q3 		$792K Sell
19,635
-467
-2% -$21.6K 0.18% 105
2022
Q2 		$926K Sell
20,102
-714
-3% -$35.6K 0.24% 78
2022
Q1 		$1.11M Sell
20,816
-113
-0.5% -$6.49K 0.28% 64
2021
Q4 		$1.18M Buy
+20,929
New +$1.24M 0.33% 52

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's USB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its US Bancorp (USB) stake by 12% in Q2 2026, selling an estimated $113K and leaving 14,227 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #388.

EverSource Wealth Advisors first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2021. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • EverSource Wealth Advisors held 14,227 shares of US Bancorp worth $859K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,014 US Bancorp shares in Q2 2026, an estimated $113K.
  • US Bancorp made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • EverSource Wealth Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's US Bancorp position peaked at $1.18M in Q4 2021.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.