Cerity Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.5M | Sell |
1,217,564
-34,144
| -3% | -$1.91M | 0.09% | 194 |
|
|
2026
Q1 | $65.1M | Buy |
1,251,708
+57,355
| +5% | +$3.15M | 0.09% | 196 |
|
|
2025
Q4 | $63.7M | Buy |
1,194,353
+174,943
| +17% | +$8.61M | 0.09% | 192 |
|
|
2025
Q3 | $49.3M | Buy |
1,019,410
+278,980
| +38% | +$13.2M | 0.08% | 211 |
|
|
2025
Q2 | $33.5M | Buy |
740,430
+11,330
| +2% | +$476K | 0.06% | 256 |
|
|
2025
Q1 | $30.8M | Buy |
729,100
+3,869
| +0.5% | +$179K | 0.06% | 258 |
|
|
2024
Q4 | $34.3M | Buy |
725,231
+28,172
| +4% | +$1.39M | 0.07% | 223 |
|
|
2024
Q3 | $31.9M | Buy |
697,059
+101,264
| +17% | +$4.44M | 0.07% | 234 |
|
|
2024
Q2 | $23.7M | Sell |
595,795
-17,581
| -3% | -$717K | 0.06% | 251 |
|
|
2024
Q1 | $27.4M | Buy |
613,376
+186,484
| +44% | +$7.87M | 0.07% | 241 |
|
|
2023
Q4 | $18.5M | Buy |
426,892
+110,246
| +35% | +$4.03M | 0.06% | 257 |
|
|
2023
Q3 | $10.5M | Sell |
316,646
-97,851
| -24% | -$3.56M | 0.05% | 290 |
|
|
2023
Q2 | $13.7M | Buy |
414,497
+270,755
| +188% | +$8.75M | 0.05% | 304 |
|
|
2023
Q1 | $5.1M | Buy |
143,742
+19,464
| +16% | +$867K | 0.01% | 494 |
|
|
2022
Q4 | $5.43M | Buy |
124,278
+35,136
| +39% | +$1.5M | 0.03% | 344 |
|
|
2022
Q3 | $3.6M | Buy |
89,142
+718
| +0.8% | +$33.2K | 0.04% | 294 |
|
|
2022
Q2 | $4.08M | Buy |
88,424
+25,141
| +40% | +$1.26M | 0.05% | 284 |
|
|
2022
Q1 | $3.36M | Sell |
63,283
-528
| -0.8% | -$30.3K | 0.05% | 243 |
|
|
2021
Q4 | $3.58M | Buy |
63,811
+3,777
| +6% | +$223K | 0.05% | 241 |
|
|
2021
Q3 | $3.57M | Sell |
60,034
-845
| -1% | -$48.1K | 0.08% | 191 |
|
|
2021
Q2 | $3.47M | Buy |
60,879
+1,007
| +2% | +$59.1K | 0.08% | 192 |
|
|
2021
Q1 | $3.31M | Buy |
59,872
+3,603
| +6% | +$180K | 0.08% | 184 |
|
|
2020
Q4 | $2.62M | Buy |
56,269
+5,883
| +12% | +$249K | 0.08% | 180 |
|
|
2020
Q3 | $1.8M | Buy |
50,386
+1,732
| +4% | +$63.4K | 0.07% | 181 |
|
|
2020
Q2 | $1.79M | Sell |
48,654
-100
| -0.2% | -$3.56K | 0.1% | 142 |
|
|
2020
Q1 | $1.68M | Buy |
48,754
+880
| +2% | +$42.4K | 0.11% | 146 |
|
|
2019
Q4 | $2.84M | Buy |
47,874
+1,419
| +3% | +$82K | 0.14% | 122 |
|
|
2019
Q3 | $2.57M | Sell |
46,455
-782
| -2% | -$42.3K | 0.15% | 139 |
|
|
2019
Q2 | $2.48M | Sell |
47,237
-8,335
| -15% | -$429K | 0.16% | 136 |
|
|
2019
Q1 | $2.68M | Sell |
55,572
-4,797
| -8% | -$241K | 0.18% | 129 |
|
|
2018
Q4 | $2.76M | Buy |
60,369
+3,972
| +7% | +$204K | 0.18% | 125 |
|
|
2018
Q3 | $2.98M | Sell |
56,397
-1,806
| -3% | -$95.7K | 0.21% | 124 |
|
|
2018
Q2 | $2.91M | Buy |
58,203
+4,813
| +9% | +$244K | 0.22% | 116 |
|
|
2018
Q1 | $2.7M | Sell |
53,390
-12,983
| -20% | -$710K | 0.21% | 124 |
|
|
2017
Q4 | $3.56M | Sell |
66,373
-6,641
| -9% | -$357K | 0.24% | 94 |
|
|
2017
Q3 | $3.91M | Buy |
73,014
+10,273
| +16% | +$537K | 0.28% | 85 |
|
|
2017
Q2 | $3.43M | Sell |
62,741
-9,788
| -13% | -$504K | 0.29% | 76 |
|
|
2017
Q1 | $3.73M | Buy |
+72,529
| New | +$3.87M | 0.31% | 65 |
|
Other funds holding USB
VCM
MB
VPM
DSA
Cerity Partners's USB Position: Q2 2026 in Review
Cerity Partners reduced its US Bancorp (USB) stake by 2.7% in Q2 2026, selling an estimated $1.91M and leaving 1,217,564 shares worth $73.5M. The position accounts for 0.09% of the portfolio, ranked #194.
Cerity Partners first reported a position in USB in Q1 2017 and has held it in 38 quarters since. 1,906 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Cerity Partners held 1,217,564 shares of US Bancorp worth $73.5M as of Q2 2026.
- Cerity Partners sold 34,144 US Bancorp shares in Q2 2026, an estimated $1.91M.
- US Bancorp made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #194 holding.
- Cerity Partners first reported a position in US Bancorp in Q1 2017 and has held it in 38 quarters since.
- 1,906 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.