Prevail Innovative Wealth Advisors’s US Bancorp USB Stock Holding History

Prevail Innovative Wealth Advisors’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	$3.55M	Buy	58,836 +15,283	+35%	+$856K	0.53%	73
2026 Q1	$2.27M	Buy	43,553 +5,454	+14%	+$300K	0.38%	86
2025 Q4	$2.03M	Buy	38,099 +5,583	+17%	+$275K	0.36%	101
2025 Q3	$1.57M	Buy	32,516 +16,233	+100%	+$768K	0.31%	122
2025 Q2	$737K	Buy	+16,283	New	+$685K	0.17%	154

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Prevail Innovative Wealth Advisors's USB Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its US Bancorp (USB) stake by 35% in Q2 2026, buying an estimated $856K and bringing the position to 58,836 shares worth $3.55M. The position accounts for 0.53% of the portfolio, ranked #73.

Prevail Innovative Wealth Advisors first reported a position in USB in Q2 2025 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Prevail Innovative Wealth Advisors held 58,836 shares of US Bancorp worth $3.55M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 15,283 US Bancorp shares in Q2 2026, an estimated $856K.
US Bancorp made up 0.53% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Prevail Innovative Wealth Advisors first reported a position in US Bancorp in Q2 2025 and has held it in 5 quarters since.
930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.