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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Center for Wealth Management Advisory's USB Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its US Bancorp (USB) stake by 0.13% in Q1 2026, buying an estimated $2.36K and bringing the position to 33,132 shares worth $1.72M. The position accounts for 1.24% of the portfolio, ranked #25.

Center for Wealth Management Advisory first reported a position in USB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.77M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Center for Wealth Management Advisory held 33,132 shares of US Bancorp worth $1.72M as of Q1 2026.
  • Center for Wealth Management Advisory bought 43 US Bancorp shares in Q1 2026, an estimated $2.36K.
  • US Bancorp made up 1.24% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #25 holding.
  • Center for Wealth Management Advisory first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's US Bancorp position peaked at $1.77M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.