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Cedar Wealth Management’s US Bancorp USB Stock Holding History

Cedar Wealth Management’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 		$1.28M Sell
21,253
-1,300
-6% -$72.8K 0.33% 31
2026
Q1 		$1.17M Sell
22,553
-6,001
-21% -$330K 0.34% 30
2025
Q4 		$1.52M Sell
28,554
-3,364
-11% -$165K 0.46% 26
2025
Q3 		$1.54M Sell
31,918
-599
-2% -$28.3K 0.47% 26
2025
Q2 		$1.47M Buy
32,517
+77
+0.2% +$3.24K 0.5% 23
2025
Q1 		$1.37M Hold
32,440
– – 0.49% 23
2024
Q4 		$1.55M Hold
32,440
– – 0.56% 22
2024
Q3 		$1.48M Hold
32,440
– – 0.46% 32
2024
Q2 		$1.29M Buy
32,440
+132
+0.4% +$5.38K 0.42% 32
2024
Q1 		$1.44M Buy
32,308
+950
+3% +$40.1K 0.48% 32
2023
Q4 		$1.36M Buy
31,358
+500
+2% +$18.3K 0.49% 31
2023
Q3 		$1.02M Buy
30,858
+4,475
+17% +$163K 0.4% 33
2023
Q2 		$872K Buy
26,383
+26,358
+105,432% +$852K 0.34% 39
2023
Q1 		$901 Sell
25
-250
-91% -$11.1K ﹤0.01% 290
2022
Q4 		$12K Hold
275
– – 0.01% 221
2022
Q3 		$11K Hold
275
– – 0.01% 251
2022
Q2 		$13K Hold
275
– – 0.01% 254
2022
Q1 		$15K Hold
275
– – 0.01% 274
2021
Q4 		$15K Buy
275
+250
+1,000% +$14.8K 0.01% 271
2021
Q3 		$1K Sell
25
-75
-75% -$4.27K ﹤0.01% 264
2021
Q2 		$6K Hold
100
– – ﹤0.01% 250
2021
Q1 		$6K Hold
100
– – ﹤0.01% 223
2020
Q4 		$5K Buy
+100
New +$4.23K ﹤0.01% 213
2016
Q2 		– Sell
-311
Closed -$13K – 144
2016
Q1 		$13K Hold
311
– – 0.01% 86
2015
Q4 		$13K Buy
+311
New +$13.3K 0.01% 22

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 $3.37T AUM 44.26% 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

Cedar Wealth Management's USB Position: Q2 2026 in Review

Cedar Wealth Management reduced its US Bancorp (USB) stake by 5.8% in Q2 2026, selling an estimated $72.8K and leaving 21,253 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #31.

Cedar Wealth Management first reported a position in USB in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.55M in Q4 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Cedar Wealth Management held 21,253 shares of US Bancorp worth $1.28M as of Q2 2026.
  • Cedar Wealth Management sold 1,300 US Bancorp shares in Q2 2026, an estimated $72.8K.
  • US Bancorp made up 0.33% of Cedar Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Cedar Wealth Management first reported a position in US Bancorp in Q4 2015 and has held it in 25 quarters since.
  • Cedar Wealth Management's US Bancorp position peaked at $1.55M in Q4 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.