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Evolution Wealth Management’s US Bancorp USB Stock Holding History

Evolution 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
2026
Q2 		$544 Hold
9
– – ﹤0.01% 898
2026
Q1 		$468 Hold
9
– – ﹤0.01% 815
2025
Q4 		$480 Sell
9
-113
-93% -$5.56K ﹤0.01% 710
2025
Q3 		$5.9K Sell
122
-43
-26% -$2.03K 0.01% 429
2025
Q2 		$7.47K Buy
+165
New +$6.94K 0.01% 390

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

Evolution Wealth Management's USB Position: Q2 2026 in Review

Evolution Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 9 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Evolution Wealth Management first reported a position in USB in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.47K in Q2 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Evolution Wealth Management held 9 shares of US Bancorp worth $544 as of Q2 2026.
  • Evolution Wealth Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Evolution Wealth Management first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's US Bancorp position peaked at $7.47K in Q2 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.