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Evoke Wealth’s US Bancorp USB Stock Holding History

Evoke Wealth’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 		– Sell
-13,692
Closed -$720K – 609
2026
Q1 		$720K Buy
13,692
+3,218
+31% +$177K 0.01% 334
2025
Q4 		$565K Buy
10,474
+2,825
+37% +$139K 0.01% 366
2025
Q3 		$374K Sell
7,649
-203
-3% -$9.6K 0.01% 444
2025
Q2 		$359K Buy
7,852
+3,017
+62% +$127K 0.01% 415
2025
Q1 		$207K Sell
4,835
-263
-5% -$12.1K 0.01% 417
2024
Q4 		$246K Buy
5,098
+133
+3% +$6.54K 0.01% 379
2024
Q3 		$230K Buy
+4,965
New +$218K 0.01% 376
2024
Q2 		– Sell
-4,485
Closed -$203K – 367
2024
Q1 		$203K Buy
+4,485
New +$189K 0.01% 383
2022
Q4 		– Sell
-2,468
Closed -$101K – 1098
2022
Q3 		$101K Sell
2,468
-202
-8% -$9.35K ﹤0.01% 412
2022
Q2 		$124K Sell
2,670
-65,692
-96% -$3.28M ﹤0.01% 384
2022
Q1 		$3.67M Sell
68,362
-840
-1% -$48.3K 0.12% 84
2021
Q4 		$3.92M Sell
69,202
-516
-0.7% -$30.5K 0.12% 88
2021
Q3 		$4.18M Sell
69,718
-1,194
-2% -$68K 0.16% 77
2021
Q2 		$4.07M Buy
70,912
+493
+0.7% +$28.9K 0.15% 80
2021
Q1 		$3.92M Buy
70,419
+67,589
+2,388% +$3.38M 0.18% 77
2020
Q4 		$133K Sell
2,830
-127
-4% -$5.37K 0.01% 273
2020
Q3 		$107K Buy
2,957
+174
+6% +$6.37K 0.01% 274
2020
Q2 		$104K Sell
2,783
-944
-25% -$33.6K 0.01% 268
2020
Q1 		$130K Sell
3,727
-986
-21% -$47.5K 0.02% 227
2019
Q4 		$281K Buy
4,713
+883
+23% +$51.1K 0.04% 182
2019
Q3 		$214K Buy
+3,830
New +$207K 0.03% 245

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

Evoke Wealth's USB Position: Q2 2026 in Review

Evoke Wealth sold out of US Bancorp (USB) in Q2 2026, closing a stake of 13,692 shares — an estimated $720K sold.

Evoke Wealth first reported a position in USB in Q3 2019 and held it in 21 quarters. The position peaked at $4.18M in Q3 2021. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Evoke Wealth reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 13,692 US Bancorp shares in Q2 2026, an estimated $720K.
  • Evoke Wealth first reported a position in US Bancorp in Q3 2019 and held it in 21 quarters.
  • Evoke Wealth's US Bancorp position peaked at $4.18M in Q3 2021.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.