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Cascade Investment Advisors’s US Bancorp USB Stock Holding History

Cascade 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
Q2 		$3.94M Sell
65,150
-831
-1% -$46.6K 2.15% 7
2026
Q1 		$3.43M Sell
65,981
-1,424
-2% -$78.2K 2.03% 7
2025
Q4 		$3.6M Sell
67,405
-260
-0.4% -$12.8K 2.12% 8
2025
Q3 		$3.27M Sell
67,665
-435
-0.6% -$20.6K 1.98% 7
2025
Q2 		$3.08M Buy
68,100
+700
+1% +$29.4K 1.98% 7
2025
Q1 		$2.85M Buy
67,400
+1,850
+3% +$85.4K 1.92% 5
2024
Q4 		$3.14M Sell
65,550
-1,767
-3% -$86.9K 2.01% 5
2024
Q3 		$3.08M Sell
67,317
-125
-0.2% -$5.48K 1.96% 4
2024
Q2 		$2.68M Buy
67,442
+835
+1% +$34.1K 1.81% 6
2024
Q1 		$2.98M Sell
66,607
-510
-0.8% -$21.5K 1.94% 5
2023
Q4 		$2.9M Buy
67,117
+105
+0.2% +$3.84K 2.07% 3
2023
Q3 		$2.22M Buy
67,012
+1,798
+3% +$65.5K 1.75% 7
2023
Q2 		$2.15M Buy
65,214
+2,207
+4% +$71.3K 1.61% 7
2023
Q1 		$2.27M Buy
63,007
+515
+0.8% +$22.9K 1.8% 3
2022
Q4 		$2.73M Buy
62,492
+26,012
+71% +$1.11M 2.27% 2
2022
Q3 		$1.55M Sell
36,480
-23,477
-39% -$1.09M 1.33% 17
2022
Q2 		$2.76M Buy
59,957
+793
+1% +$39.6K 2.17% 3
2022
Q1 		$3.14M Buy
59,164
+23,611
+66% +$1.36M 1.92% 4
2021
Q4 		$2M Sell
35,553
-27
-0.1% -$1.6K 1.17% 16
2021
Q3 		$2.11M Sell
35,580
-10
-0% -$569 1.38% 7
2021
Q2 		$2.03M Sell
35,590
-193
-0.5% -$11.3K 1.28% 11
2021
Q1 		$1.98M Buy
35,783
+120
+0.3% +$5.99K 1.29% 11
2020
Q4 		$1.66M Sell
35,663
-460
-1% -$19.5K 1.22% 16
2020
Q3 		$1.3M Buy
36,123
+445
+1% +$16.3K 1.1% 25
2020
Q2 		$1.31M Sell
35,678
-21,672
-38% -$772K 1.24% 18
2020
Q1 		$1.98M Buy
57,350
+1,940
+4% +$93.5K 2.18% 4
2019
Q4 		$3.29M Sell
55,410
-1,201
-2% -$69.4K 2.51% 4
2019
Q3 		$3.13M Buy
56,611
+851
+2% +$46K 2.42% 4
2019
Q2 		$2.92M Buy
55,760
+75
+0.1% +$3.86K 2.48% 4
2019
Q1 		$2.68M Sell
55,685
-175
-0.3% -$8.78K 2.41% 3
2018
Q4 		$2.55M Buy
55,860
+650
+1% +$33.5K 2.58% 3
2018
Q3 		$2.92M Sell
55,210
-660
-1% -$35K 2.47% 3
2018
Q2 		$2.79M Sell
55,870
-5,768
-9% -$293K 2.49% 3
2018
Q1 		$3.11M Buy
61,638
+856
+1% +$46.8K 2.45% 4
2017
Q4 		$3.26M Buy
60,782
+255
+0.4% +$13.7K 2.58% 3
2017
Q3 		$3.24M Buy
60,527
+394
+0.7% +$20.6K 2.71% 2
2017
Q2 		$3.12M Sell
60,133
-387
-0.6% -$19.9K 2.66% 2
2017
Q1 		$3.12M Sell
60,520
-3,376
-5% -$180K 2.73% 2
2016
Q4 		$3.28M Buy
+63,896
New +$3.04M 2.79% 3
2016
Q2 		$2.85M Buy
+70,546
New +$2.94M 2.74% 2

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Cascade Investment Advisors's USB Position: Q2 2026 in Review

Cascade Investment Advisors reduced its US Bancorp (USB) stake by 1.3% in Q2 2026, selling an estimated $46.6K and leaving 65,150 shares worth $3.94M. The position accounts for 2.15% of the portfolio, ranked #7.

Cascade Investment Advisors first reported a position in USB in Q2 2016 and has held it in 40 quarters since. 850 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cascade Investment Advisors held 65,150 shares of US Bancorp worth $3.94M as of Q2 2026.
  • Cascade Investment Advisors sold 831 US Bancorp shares in Q2 2026, an estimated $46.6K.
  • US Bancorp made up 2.15% of Cascade Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Cascade Investment Advisors first reported a position in US Bancorp in Q2 2016 and has held it in 40 quarters since.
  • 850 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.