CIBC Private Wealth Group’s US Bancorp USB Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$7.5M	Sell	140,647 -7,064	-5%	-$347K	0.01%	380
2025 Q3	$7.14M	Sell	147,711 -16,118	-10%	-$762K	0.01%	383
2025 Q2	$7.41M	Sell	163,829 -45,727	-22%	-$1.92M	0.01%	381
2025 Q1	$7.63M	Sell	209,556 -4,862,503	-96%	-$224M	0.02%	352
2024 Q4	$246M	Sell	5,072,059 -124,455	-2%	-$6.12M	0.45%	64
2024 Q3	$238M	Sell	5,196,514 -35,295	-0.7%	-$1.55M	0.43%	68
2024 Q2	$206M	Sell	5,231,809 -43,603	-0.8%	-$1.78M	0.39%	72
2024 Q1	$232M	Buy	5,275,412 +135,366	+3%	+$5.71M	0.45%	63
2023 Q4	$222M	Sell	5,140,046 -426,949	-8%	-$15.6M	0.47%	65
2023 Q3	$184M	Sell	5,566,995 -147,163	-3%	-$5.36M	0.44%	66
2023 Q2	$189M	Sell	5,714,158 -46,127	-0.8%	-$1.49M	0.41%	65
2023 Q1	$1.2B	Buy	5,760,285 +41,746	+0.7%	+$1.86M	2.65%	4
2022 Q4	$237M	Buy	5,718,539 +73,644	+1%	+$3.15M	0.8%	41
2022 Q3	$228M	Buy	5,644,895 +96,214	+2%	+$4.45M	0.61%	49
2022 Q2	$255M	Sell	5,548,681 -7,158	-0.1%	-$357K	0.66%	44
2022 Q1	$295M	Buy	5,555,839 +23,139	+0.4%	+$1.33M	0.64%	47
2021 Q4	$311M	Buy	5,532,700 +33,199	+0.6%	+$1.96M	0.64%	44
2021 Q3	$327M	Buy	5,499,501 +33,407	+0.6%	+$1.9M	0.76%	30
2021 Q2	$311M	Sell	5,466,094 -1,011,885	-16%	-$59.4M	0.72%	35
2021 Q1	$358M	Buy	6,477,979 +1,330,830	+26%	+$66.5M	0.9%	22
2020 Q4	$240M	Buy	5,147,149 +361,065	+8%	+$15.3M	0.63%	47
2020 Q3	$172M	Buy	4,786,084 +626,697	+15%	+$22.9M	0.53%	53
2020 Q2	$153M	Sell	4,159,387 -196,789	-5%	-$7.01M	0.74%	44
2020 Q1	$150M	Sell	4,356,176 -250,485	-5%	-$12.1M	0.64%	46
2019 Q4	$273M	Buy	4,606,661 +43,606	+1%	+$2.52M	0.89%	31
2019 Q3	$253M	Buy	4,563,055 +588,238	+15%	+$31.8M	0.89%	30
2019 Q2	$208M	Buy	3,974,817 +1,140,289	+40%	+$58.8M	0.73%	40
2019 Q1	$137M	Buy	2,834,528 +45,160	+2%	+$2.26M	0.53%	55
2018 Q4	$127M	Buy	2,789,368 +41,488	+2%	+$2.14M	0.57%	52
2018 Q3	$145M	Sell	2,747,880 -39,518	-1%	-$2.09M	0.55%	51
2018 Q2	$139M	Buy	2,787,398 +44,662	+2%	+$2.27M	0.57%	53
2018 Q1	$139M	Sell	2,742,736 -15,047	-0.5%	-$823K	0.6%	43
2017 Q4	$148M	Sell	2,757,783 -19,036	-0.7%	-$1.02M	0.63%	40
2017 Q3	$149M	Buy	2,776,819 +46,802	+2%	+$2.45M	0.68%	39
2017 Q2	$142M	Buy	2,730,017 +10,818	+0.4%	+$557K	0.89%	34
2017 Q1	$140M	Sell	2,719,199 -6,667	-0.2%	-$355K	0.88%	34
2016 Q4	$140M	Buy	2,725,866 +16,277	+0.6%	+$774K	0.93%	32
2016 Q3	$116M	Buy	2,709,589 +50,092	+2%	+$2.13M	0.81%	41
2016 Q2	$107M	Buy	2,659,497 +66,977	+3%	+$2.79M	0.78%	42
2016 Q1	$105M	Buy	2,592,520 +119,755	+5%	+$4.78M	0.81%	41
2015 Q4	$106M	Buy	2,472,765 +78,742	+3%	+$3.37M	0.83%	42
2015 Q3	$98.2M	Buy	2,394,023 +49,348	+2%	+$2.14M	0.81%	40
2015 Q2	$102M	Buy	2,344,675 +19,119	+0.8%	+$836K	0.74%	45
2015 Q1	$102M	Buy	2,325,556 +75,637	+3%	+$3.31M	0.75%	43
2014 Q4	$101M	Buy	2,249,919 +45,503	+2%	+$1.96M	0.77%	40
2014 Q3	$92.2M	Buy	2,204,416 +665,890	+43%	+$28.1M	0.73%	44
2014 Q2	$66.7M	Sell	1,538,526 -11,996	-0.8%	-$501K	0.54%	60
2014 Q1	$66.7M	Buy	+1,550,522	New	+$63.7M	0.57%	56

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIBC Private Wealth Group's USB Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its US Bancorp (USB) stake by 4.8% in Q4 2025, selling an estimated $347K and leaving 140,647 shares worth $7.5M. The position accounts for 0.01% of the portfolio, ranked #380.

CIBC Private Wealth Group first reported a position in USB in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.2B in Q1 2023. 2,005 funds tracked by Wall St. Rank hold USB as of Q4 2025.

CIBC Private Wealth Group held 140,647 shares of US Bancorp worth $7.5M as of Q4 2025.
CIBC Private Wealth Group sold 7,064 US Bancorp shares in Q4 2025, an estimated $347K.
US Bancorp made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #380 holding.
CIBC Private Wealth Group first reported a position in US Bancorp in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's US Bancorp position peaked at $1.2B in Q1 2023.
2,005 funds tracked by Wall St. Rank held US Bancorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.