CIAS
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CBIZ Investment Advisory Services’s US Bancorp USB Stock Holding History

CBIZ Investment Advisory Services’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 		$3.83K Hold
73
– – ﹤0.01% 257
2026
Q1 		$3.83K Sell
73
-14
-16% -$769 ﹤0.01% 257
2025
Q4 		$4.69K Hold
87
– – ﹤0.01% 514
2025
Q3 		$4.25K Sell
87
-16
-16% -$757 ﹤0.01% 476
2025
Q2 		$4.71K Sell
103
-129
-56% -$5.42K ﹤0.01% 438
2025
Q1 		$9.91K Buy
+232
New +$10.7K ﹤0.01% 311

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CBIZ Investment Advisory Services's USB Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its US Bancorp (USB) position steady in Q2 2026 at 73 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

CBIZ Investment Advisory Services first reported a position in USB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.91K in Q1 2025. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CBIZ Investment Advisory Services held 73 shares of US Bancorp worth $3.83K as of Q2 2026.
  • CBIZ Investment Advisory Services left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #257 holding.
  • CBIZ Investment Advisory Services first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's US Bancorp position peaked at $9.91K in Q1 2025.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.