Center for Wealth Management Advisory
USB icon

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
Q3 		– Sell
-33,506
Closed -$2.02M – 76
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Center for Wealth Management Advisory's USB Position: Q3 2026 in Review

Center for Wealth Management Advisory sold out of US Bancorp (USB) in Q3 2026, closing a stake of 33,506 shares — an estimated $2.02M sold.

Center for Wealth Management Advisory first reported a position in USB in Q4 2025 and held it in 3 quarters. The position peaked at $2.02M in Q2 2026. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Center for Wealth Management Advisory reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • Center for Wealth Management Advisory sold 33,506 US Bancorp shares in Q3 2026, an estimated $2.02M.
  • Center for Wealth Management Advisory first reported a position in US Bancorp in Q4 2025 and held it in 3 quarters.
  • Center for Wealth Management Advisory's US Bancorp position peaked at $2.02M in Q2 2026.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q3 2026, filed 23 Oct 2026.