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Caerus Investment Advisors’s US Bancorp USB Stock Holding History

Caerus Investment 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
Q1 		$444K Sell
8,535
-1,720
-17% -$94.5K 0.18% 106
2025
Q4 		$547K Buy
+10,255
New +$504K 0.18% 129

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caerus Investment Advisors's USB Position: Q1 2026 in Review

Caerus Investment Advisors reduced its US Bancorp (USB) stake by 17% in Q1 2026, selling an estimated $94.5K and leaving 8,535 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #106.

Caerus Investment Advisors first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $547K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Caerus Investment Advisors held 8,535 shares of US Bancorp worth $444K as of Q1 2026.
  • Caerus Investment Advisors sold 1,720 US Bancorp shares in Q1 2026, an estimated $94.5K.
  • US Bancorp made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Caerus Investment Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's US Bancorp position peaked at $547K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.