CMA
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Cedar Mountain Advisors’s US Bancorp USB Stock Holding History

Cedar Mountain 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 		$106K Buy
1,752
+28
+2% +$1.57K 0.02% 106
2026
Q1 		$89.7K Buy
1,724
+1
+0.1% +$55 0.02% 100
2025
Q4 		$92K Buy
1,723
+68
+4% +$3.35K 0.02% 89
2025
Q3 		$80K Buy
1,655
+641
+63% +$30.3K 0.02% 90
2025
Q2 		$45.9K Buy
1,014
+209
+26% +$8.79K 0.01% 104
2025
Q1 		$34K Buy
805
+33
+4% +$1.52K 0.01% 114
2024
Q4 		$36.9K Buy
772
+1
+0.1% +$49 0.01% 110
2024
Q3 		$35.3K Sell
771
-58
-7% -$2.54K 0.01% 104
2024
Q2 		$32.9K Hold
829
– – 0.01% 102
2024
Q1 		$37.1K Sell
829
-70
-8% -$2.95K 0.01% 92
2023
Q4 		$38.9K Hold
899
– – 0.01% 83
2023
Q3 		$29.7K Hold
899
– – 0.01% 92
2023
Q2 		$29.7K Buy
899
+405
+82% +$13.1K 0.01% 99
2023
Q1 		$17.8K Buy
494
+203
+70% +$9.04K 0.01% 121
2022
Q4 		$12.7K Hold
291
– – ﹤0.01% 145
2022
Q3 		$12K Sell
291
-960
-77% -$44.4K ﹤0.01% 147
2022
Q2 		$58K Hold
1,251
– – 0.02% 68
2022
Q1 		$66K Sell
1,251
-180
-13% -$10.3K 0.02% 72
2021
Q4 		$80K Buy
1,431
+2
+0.1% +$118 0.02% 63
2021
Q3 		$85K Buy
1,429
+1
+0.1% +$57 0.03% 59
2021
Q2 		$81K Buy
1,428
+1
+0.1% +$59 0.03% 59
2021
Q1 		$79K Buy
1,427
+2
+0.1% +$100 0.03% 57
2020
Q4 		$66K Buy
1,425
+2
+0.1% +$85 0.02% 60
2020
Q3 		$51K Buy
1,423
+106
+8% +$3.88K 0.02% 65
2020
Q2 		$49K Buy
1,317
+2
+0.2% +$71 0.02% 65
2020
Q1 		$45K Sell
1,315
-586
-31% -$28.2K 0.02% 58
2019
Q4 		$113K Buy
+1,901
New +$110K 0.05% 45

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors's USB Position: Q2 2026 in Review

Cedar Mountain Advisors increased its US Bancorp (USB) stake by 1.6% in Q2 2026, buying an estimated $1.57K and bringing the position to 1,752 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #106.

Cedar Mountain Advisors first reported a position in USB in Q4 2019 and has held it in 27 quarters since. The position peaked at $113K in Q4 2019. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cedar Mountain Advisors held 1,752 shares of US Bancorp worth $106K as of Q2 2026.
  • Cedar Mountain Advisors bought 28 US Bancorp shares in Q2 2026, an estimated $1.57K.
  • US Bancorp made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #106 holding.
  • Cedar Mountain Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's US Bancorp position peaked at $113K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.