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Millstone Evans Group’s US Bancorp USB Stock Holding History

Millstone Evans Group’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 		$11.2K Sell
186
-466
-71% -$26.1K 0.01% 577
2026
Q1 		$33.9K Hold
652
– – 0.02% 401
2025
Q4 		$34.8K Hold
652
– – 0.02% 394
2025
Q3 		$31.5K Hold
652
– – 0.02% 398
2025
Q2 		$29.5K Hold
652
– – 0.02% 400
2025
Q1 		$27.5K Hold
652
– – 0.02% 404
2024
Q4 		$31.2K Buy
+652
New +$32.1K 0.02% 370

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

Millstone Evans Group's USB Position: Q2 2026 in Review

Millstone Evans Group reduced its US Bancorp (USB) stake by 71% in Q2 2026, selling an estimated $26.1K and leaving 186 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #577.

Millstone Evans Group first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.8K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Millstone Evans Group held 186 shares of US Bancorp worth $11.2K as of Q2 2026.
  • Millstone Evans Group sold 466 US Bancorp shares in Q2 2026, an estimated $26.1K.
  • US Bancorp made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #577 holding.
  • Millstone Evans Group first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's US Bancorp position peaked at $34.8K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.