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CFS Investment Advisory Services’s US Bancorp USB Stock Holding History

CFS Investment Advisory Services’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 		$1.13M Buy
18,383
+45
+0.2% +$2.52K 0.08% 183
2026
Q1 		$1.04M Sell
18,338
-1,330
-7% -$73.1K 0.07% 187
2025
Q4 		$1.05M Buy
19,668
+366
+2% +$18K 0.08% 178
2025
Q3 		$932K Buy
19,302
+545
+3% +$25.8K 0.07% 185
2025
Q2 		$849K Sell
18,757
-204
-1% -$8.58K 0.07% 185
2025
Q1 		$801K Buy
18,961
+22
+0.1% +$1.01K 0.07% 184
2024
Q4 		$906K Buy
18,939
+1,356
+8% +$66.7K 0.08% 166
2024
Q3 		$804K Sell
17,583
-233
-1% -$10.2K 0.07% 170
2024
Q2 		$707K Buy
+17,816
New +$727K 0.06% 166
2023
Q3 		– Sell
-18,774
Closed -$620K – 250
2023
Q2 		$620K Buy
+18,774
New +$607K 0.08% 146

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 $3.38T AUM 44.17% 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

CFS Investment Advisory Services's USB Position: Q2 2026 in Review

CFS Investment Advisory Services increased its US Bancorp (USB) stake by 0.25% in Q2 2026, buying an estimated $2.52K and bringing the position to 18,383 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #183.

CFS Investment Advisory Services first reported a position in USB in Q2 2023 and has held it in 10 quarters since. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CFS Investment Advisory Services held 18,383 shares of US Bancorp worth $1.13M as of Q2 2026.
  • CFS Investment Advisory Services bought 45 US Bancorp shares in Q2 2026, an estimated $2.52K.
  • US Bancorp made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #183 holding.
  • CFS Investment Advisory Services first reported a position in US Bancorp in Q2 2023 and has held it in 10 quarters since.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.