Cambridge Advisors’s US Bancorp USB Stock Holding History

Cambridge 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	$384K	Hold	6,355	–	–	0.07%	138
2026 Q1	$331K	Sell	6,355 -460	-7%	-$25.3K	0.06%	143
2025 Q4	$364K	Sell	6,815 -401	-6%	-$19.7K	0.07%	138
2025 Q3	$349K	Hold	7,216	–	–	0.07%	139
2025 Q2	$327K	Hold	7,216	–	–	0.07%	140
2025 Q1	$305K	Hold	7,216	–	–	0.07%	144
2024 Q4	$345K	Hold	7,216	–	–	0.08%	131
2024 Q3	$330K	Sell	7,216 -220	-3%	-$9.65K	0.07%	138
2024 Q2	$295K	Buy	7,436 +220	+3%	+$8.97K	0.07%	142
2024 Q1	$323K	Buy	7,216 +1,000	+16%	+$42.2K	0.08%	139
2023 Q4	$269K	Hold	6,216	–	–	0.07%	143
2023 Q3	$206K	Sell	6,216 -55	-0.9%	-$2K	0.06%	161
2023 Q2	$207K	Sell	6,271 -2,500	-29%	-$80.8K	0.05%	162
2023 Q1	$316K	Hold	8,771	–	–	0.08%	143
2022 Q4	$383K	Sell	8,771 -68	-0.8%	-$2.91K	0.1%	132
2022 Q3	$356K	Sell	8,839 -100	-1%	-$4.63K	0.1%	126
2022 Q2	$411K	Sell	8,939 -250	-3%	-$12.5K	0.11%	120
2022 Q1	$488K	Buy	9,189 +158	+2%	+$9.08K	0.12%	123
2021 Q4	$507K	Hold	9,031	–	–	0.11%	123
2021 Q3	$537K	Hold	9,031	–	–	0.13%	112
2021 Q2	$514K	Hold	9,031	–	–	0.12%	114
2021 Q1	$500K	Hold	9,031	–	–	0.13%	107
2020 Q4	$421K	Hold	9,031	–	–	0.11%	106
2020 Q3	$324K	Buy	9,031 +280	+3%	+$10.2K	0.1%	121
2020 Q2	$322K	Hold	8,751	–	–	0.1%	113
2020 Q1	$301K	Buy	8,751 +300	+4%	+$14.5K	0.11%	110
2019 Q4	$501K	Hold	8,451	–	–	0.15%	93
2019 Q3	$468K	Hold	8,451	–	–	0.15%	85
2019 Q2	$443K	Hold	8,451	–	–	0.15%	92
2019 Q1	$407K	Hold	8,451	–	–	0.14%	93
2018 Q4	$386K	Hold	8,451	–	–	0.14%	95
2018 Q3	$446K	Hold	8,451	–	–	0.15%	90
2018 Q2	$423K	Hold	8,451	–	–	0.15%	92
2018 Q1	$427K	Buy	8,451 +300	+4%	+$16.4K	0.15%	96
2017 Q4	$437K	Hold	8,151	–	–	0.16%	94
2017 Q3	$437K	Hold	8,151	–	–	0.17%	90
2017 Q2	$423K	Sell	8,151 -342	-4%	-$17.6K	0.17%	89
2017 Q1	$437K	Buy	8,493 +2	+0%	+$107	0.18%	92
2016 Q4	$436K	Buy	8,491 +2	+0%	+$95	0.19%	91
2016 Q3	$364K	Buy	8,489 +2	+0%	+$85	0.16%	103
2016 Q2	$342K	Buy	8,487 +2	+0%	+$83	0.16%	103
2016 Q1	$344K	Buy	8,485 +3	+0%	+$120	0.16%	102
2015 Q4	$362K	Buy	8,482 +3,415	+67%	+$146K	0.21%	97
2015 Q3	$208K	Buy	5,067 +201	+4%	+$8.71K	0.12%	119
2015 Q2	$211K	Buy	+4,866	New	+$213K	0.12%	116

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cambridge Advisors's USB Position: Q2 2026 in Review

Cambridge Advisors held its US Bancorp (USB) position steady in Q2 2026 at 6,355 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #138.

Cambridge Advisors first reported a position in USB in Q2 2015 and has held it in 45 quarters since. The position peaked at $537K in Q3 2021. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Cambridge Advisors held 6,355 shares of US Bancorp worth $384K as of Q2 2026.
Cambridge Advisors left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.07% of Cambridge Advisors's portfolio in Q2 2026, its #138 holding.
Cambridge Advisors first reported a position in US Bancorp in Q2 2015 and has held it in 45 quarters since.
Cambridge Advisors's US Bancorp position peaked at $537K in Q3 2021.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.