Envestnet Portfolio Solutions, Inc.

Position in USB — US Bancorp De

CIK 1998033 BERWYN, PA

Position in USB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,171,249

+$604,255 QoQ

Shares Held

102,173

-4.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#445

of 2,044 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. USB ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	733,501	$22,151,730
2	KEY	Keycorp /New/	520,425	$11,995,796
3	USB	US Bancorp De This page	102,173	$6,171,249
4	PNC	Pnc Financial Services Group, Inc.	19,955	$4,913,320
5	TFC	Truist Financial Corp	47,314	$2,357,183
6	FITB	Fifth Third Bancorp	35,927	$2,025,204
7	EWBC	East West Bancorp Inc	15,629	$2,017,547
8	PNFP	Pinnacle Financial Partners, Inc.	16,908	$1,705,679

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,171,249	102,173	-4.5%	Shares	Sole	2026-07-20
2026-03-31	$5,566,994	107,037	-35.6%	Shares	Sole	2026-04-29
2025-12-31	$8,869,072	166,212	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$8,049,313	166,549	-13.4%	Shares	Sole	2025-10-30
2025-06-30	$8,704,290	192,360	-3.2%	Shares	Sole	2025-07-25
2025-03-31	$8,389,620	198,712	-36.7%	Shares	Sole	2025-04-21
2024-12-31	$15,019,815	314,025	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$14,216,679	310,883	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$12,384,176	311,944	-8.2%	Shares	Sole	2024-07-16
2024-03-31	$15,187,316	339,761	+5.0%	Shares	Sole	2024-05-06
2023-12-31	$14,006,446	323,624	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$10,608,491	320,886	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.