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Cahill Financial Advisors’s US Bancorp USB Stock Holding History

Cahill Financial 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 		$1.4M Sell
26,990
-603
-2% -$33.1K 0.15% 103
2025
Q4 		$1.47M Buy
27,593
+352
+1% +$17.3K 0.16% 96
2025
Q3 		$1.32M Buy
27,241
+410
+2% +$19.4K 0.15% 101
2025
Q2 		$1.21M Sell
26,831
-894
-3% -$37.6K 0.15% 101
2025
Q1 		$1.17M Buy
27,725
+4,633
+20% +$214K 0.16% 100
2024
Q4 		$1.1M Buy
23,092
+4,476
+24% +$220K 0.15% 112
2024
Q3 		$851K Buy
18,616
+5,092
+38% +$223K 0.12% 125
2024
Q2 		$537K Sell
13,524
-3,377
-20% -$138K 0.07% 168
2024
Q1 		$755K Buy
16,901
+6,949
+70% +$293K 0.1% 146
2023
Q4 		$431K Buy
9,952
+1,393
+16% +$50.9K 0.06% 171
2023
Q3 		$283K Buy
8,559
+21
+0.2% +$765 0.05% 202
2023
Q2 		$282K Sell
8,538
-157
-2% -$5.07K 0.05% 202
2023
Q1 		$313K Buy
+8,695
New +$387K 0.06% 188
2022
Q2 		– Sell
-4,082
Closed -$217K – 223
2022
Q1 		$217K Sell
4,082
-265
-6% -$15.2K 0.04% 213
2021
Q4 		$244K Sell
4,347
-130
-3% -$7.69K 0.05% 204
2021
Q3 		$266K Buy
4,477
+28
+0.6% +$1.59K 0.05% 197
2021
Q2 		$254K Buy
4,449
+312
+8% +$18.3K 0.06% 188
2021
Q1 		$229K Sell
4,137
-2,969
-42% -$148K 0.06% 189
2020
Q4 		$331K Buy
+7,106
New +$301K 0.08% 157
2020
Q3 		– Sell
-10,594
Closed -$391K – 169
2020
Q2 		$391K Sell
10,594
-906
-8% -$32.3K 0.15% 120
2020
Q1 		$397K Buy
+11,500
New +$554K 0.18% 104

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

Cahill Financial Advisors's USB Position: Q1 2026 in Review

Cahill Financial Advisors reduced its US Bancorp (USB) stake by 2.2% in Q1 2026, selling an estimated $33.1K and leaving 26,990 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #103.

Cahill Financial Advisors first reported a position in USB in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.47M in Q4 2025. 1,968 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Cahill Financial Advisors held 26,990 shares of US Bancorp worth $1.4M as of Q1 2026.
  • Cahill Financial Advisors sold 603 US Bancorp shares in Q1 2026, an estimated $33.1K.
  • US Bancorp made up 0.15% of Cahill Financial Advisors's portfolio in Q1 2026, its #103 holding.
  • Cahill Financial Advisors first reported a position in US Bancorp in Q1 2020 and has held it in 21 quarters since.
  • Cahill Financial Advisors's US Bancorp position peaked at $1.47M in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.