EWM
USB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evolution Wealth Management's USB Position: Q1 2026 in Review

Evolution Wealth Management held its US Bancorp (USB) position steady in Q1 2026 at 9 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Evolution Wealth Management first reported a position in USB in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.47K in Q2 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Evolution Wealth Management held 9 shares of US Bancorp worth $468 as of Q1 2026.
  • Evolution Wealth Management left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #815 holding.
  • Evolution Wealth Management first reported a position in US Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's US Bancorp position peaked at $7.47K in Q2 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.