Prevail Innovative Wealth Advisors
USB icon

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
Q3 		$4.53M Buy
80,573
+21,737
+37% +$1.36M 0.58% 66
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

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Prevail Innovative Wealth Advisors's USB Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors increased its US Bancorp (USB) stake by 37% in Q3 2026, buying an estimated $1.36M and bringing the position to 80,573 shares worth $4.53M. The position accounts for 0.58% of the portfolio, ranked #66.

Prevail Innovative Wealth Advisors first reported a position in USB in Q2 2025 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Prevail Innovative Wealth Advisors held 80,573 shares of US Bancorp worth $4.53M as of Q3 2026.
  • Prevail Innovative Wealth Advisors bought 21,737 US Bancorp shares in Q3 2026, an estimated $1.36M.
  • US Bancorp made up 0.58% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • Prevail Innovative Wealth Advisors first reported a position in US Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 1,220 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.