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Nvest Wealth Strategies’s US Bancorp USB Stock Holding History

Nvest Wealth Strategies’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 		$3.75K Buy
62
+9
+17% +$504 ﹤0.01% 164
2026
Q1 		$2.76K Buy
+53
New +$2.91K ﹤0.01% 174

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's USB Position: Q2 2026 in Review

Nvest Wealth Strategies increased its US Bancorp (USB) stake by 17% in Q2 2026, buying an estimated $504 and bringing the position to 62 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Nvest Wealth Strategies first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 1,283 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Nvest Wealth Strategies held 62 shares of US Bancorp worth $3.75K as of Q2 2026.
  • Nvest Wealth Strategies bought 9 US Bancorp shares in Q2 2026, an estimated $504.
  • US Bancorp made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #164 holding.
  • Nvest Wealth Strategies first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 1,283 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.