CFWMA
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Center for Wealth Management Advisory’s US Bancorp USB Stock Holding History

Center for Wealth Management Advisory’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 		$2.02M Buy
33,506
+374
+1% +$21K 1.27% 17
2026
Q1 		$1.72M Buy
33,132
+43
+0.1% +$2.36K 1.24% 25
2025
Q4 		$1.77M Buy
+33,089
New +$1.63M 1.3% 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

Center for Wealth Management Advisory's USB Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its US Bancorp (USB) stake by 1.1% in Q2 2026, buying an estimated $21K and bringing the position to 33,506 shares worth $2.02M. The position accounts for 1.27% of the portfolio, ranked #17.

Center for Wealth Management Advisory first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Center for Wealth Management Advisory held 33,506 shares of US Bancorp worth $2.02M as of Q2 2026.
  • Center for Wealth Management Advisory bought 374 US Bancorp shares in Q2 2026, an estimated $21K.
  • US Bancorp made up 1.27% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #17 holding.
  • Center for Wealth Management Advisory first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.