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Evolve Private Wealth’s US Bancorp USB Stock Holding History

Evolve Private 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 		$329K Sell
5,397
-11,204
-67% -$628K 0.02% 681
2026
Q1 		$863K Sell
16,601
-1,618
-9% -$88.9K 0.05% 374
2025
Q4 		$982K Buy
+18,219
New +$896K 0.06% 298

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Evolve Private Wealth's USB Position: Q2 2026 in Review

Evolve Private Wealth reduced its US Bancorp (USB) stake by 67% in Q2 2026, selling an estimated $628K and leaving 5,397 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #681.

Evolve Private Wealth first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $982K in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Evolve Private Wealth held 5,397 shares of US Bancorp worth $329K as of Q2 2026.
  • Evolve Private Wealth sold 11,204 US Bancorp shares in Q2 2026, an estimated $628K.
  • US Bancorp made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #681 holding.
  • Evolve Private Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's US Bancorp position peaked at $982K in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.