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CLA (CliftonLarsonAllen) Wealth Advisors’s US Bancorp USB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$984K Sell
16,290
-1,232
-7% -$69K 0.01% 196
2026
Q1 		$911K Buy
+17,522
New +$963K 0.01% 182
2019
Q2 		– Sell
-17,982
Closed -$867K – 112
2019
Q1 		$867K Buy
17,982
+2,837
+19% +$142K 0.09% 80
2018
Q4 		$692K Sell
15,145
-162
-1% -$8.34K 0.07% 116
2018
Q3 		$808K Buy
+15,307
New +$811K 0.08% 94
2018
Q2 		– Sell
-15,472
Closed -$781K – 132
2018
Q1 		$781K Buy
15,472
+153
+1% +$8.37K 0.08% 97
2017
Q4 		$821K Sell
15,319
-14,658
-49% -$789K 0.08% 87
2017
Q3 		$1.61M Sell
29,977
-9,300
-24% -$487K 0.17% 71
2017
Q2 		$2.04M Sell
39,277
-1,107
-3% -$57K 0.23% 54
2017
Q1 		$2.08M Sell
40,384
-21,633
-35% -$1.15M 0.23% 54
2016
Q4 		$3.19M Sell
62,017
-19,593
-24% -$932K 0.36% 44
2016
Q3 		$3.5M Buy
81,610
+1
+0% +$42 0.43% 40
2016
Q2 		$3.29M Buy
81,609
+400
+0.5% +$16.6K 0.48% 36
2016
Q1 		$3.3M Hold
81,209
– – 0.52% 38
2015
Q4 		$3.46M Sell
81,209
-8,300
-9% -$355K 0.58% 37
2015
Q3 		$3.67M Buy
89,509
+20,175
+29% +$874K 0.69% 30
2015
Q2 		$3.01M Sell
69,334
-12,525
-15% -$547K 0.6% 29
2015
Q1 		$3.58M Hold
81,859
– – 0.8% 23
2014
Q4 		$3.68M Sell
81,859
-63,549
-44% -$2.74M 0.8% 22
2014
Q3 		$6.08M Sell
145,408
-706
-0.5% -$29.8K 1.3% 16
2014
Q2 		$6.33M Sell
146,114
-5,305
-4% -$221K 1.25% 18
2014
Q1 		$6.49M Hold
151,419
– – 1.43% 18
2013
Q4 		$6.12M Sell
151,419
-5
-0% -$192 1.53% 17
2013
Q3 		$5.54M Buy
+151,424
New +$5.61M 1.5% 17

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 $3.37T AUM 44.26% 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

CLA (CliftonLarsonAllen) Wealth Advisors's USB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its US Bancorp (USB) stake by 7% in Q2 2026, selling an estimated $69K and leaving 16,290 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #196.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in USB in Q3 2013 and has held it in 24 quarters since. The position peaked at $6.49M in Q1 2014. 2,059 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 16,290 shares of US Bancorp worth $984K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,232 US Bancorp shares in Q2 2026, an estimated $69K.
  • US Bancorp made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in US Bancorp in Q3 2013 and has held it in 24 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's US Bancorp position peaked at $6.49M in Q1 2014.
  • 2,059 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.